Database For Financial Planners
Posted: Wed Jul 25, 2001 12:10 am
We^ve used R&R for about 5 years to provide reports for Advisors Assistant, our client management system which tracks client and prospect data for registered representatives, insurance agents, and financial planners.____It^s been a very solid product. We use the rrwrun.exe runtime viewer and have over 15,000 seats in use. By using the control files in .dbf format, those using R&R developer edition can add their reports to the application^s menus without any reprogramming.____By using R&R, we^ve been able to separate the report writing from the programming function so that reports can be added to menus as easily as editing the .dbf control file(s).____I^m looking forward to bursting emails in the viewer in pdf format. Hope that arrives soon :-)____We are at www.climark.com.__