Customizations
to GoldMine
Investment Gold's customizations to GoldMine include:
- more than 750 data entry fields specific to wealth management
- 13 data entry folders specific to wealth management
- more than 200 custom filters
- more than 100 custom reports
- 28 sample form letters, envelopes and fax cover pages
- more than 50 powerful automated processes
Investment
Gold Tools
Investment Gold Tools read and update client and prospect information
stored in GoldMine. The Tools perform a number of common administrative
and analytical tasks that would be complex and/or time consuming
to perform directly within GoldMine, saving your team time and effort
and eliminating the possibility of errors.
Investment
Gold Bridge
Investment Gold Bridge copies a wide range of client information
(from addresses and telephone numbers to portfolio and transaction
details) from text files exported by compliant back-office systems
into GoldMine. The first time that you run the Bridge, it will automatically
create a new client in GoldMine for each client in your back-office
system (saving your team many hours of data entry time). Thereafter,
run the Bridge as frequently as desired (typically every business
day) to ensure that your information in GoldMine agrees with similar
information in your back-office system.
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