GitHub repository: qdh6159/ClientVault
Primary language: JavaScript
Created: 2019-10-27T17:55:24Z
Description: ClientVault simplifies client relation management for Investment professionals. Keep a detailed, easy accessible, record of an entire client base so you are always up to date on your clients situation and details.   Using the filter feature makes ClientVault even more powerful. Sort through your entire book of business using filter options like portfolio type, value, name, DOB, SS#, and Tax status.