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CONCEPT Trustee is a fully integrated Trust and Company management system including statutory database, management of documents, multicurrency accounting, securities accounting,....

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CONTACT MANAGER

This module enables entry and management of data relating to prospective clients make use of this for marketing inTraining or follow-up purposes. It consists of:

Name, addresses, contact details.
Centres of interest
Tasks to be performed
Management of black lists
Links with management of entities and mandates modules
History of the relationship
Mailing
Management of documents, etc.

Route de Divonne 44, CH-1260 Nyon 2 , Téléphone +41.22 738 84 00, Fax +41.22 738 84 08

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