Lots of accounts and lenders - need suggestions

Lots of accounts and lenders - need suggestions

Member since 2021 · 2 posts · 2 votes

I have clients who are investors and asset managers. Each individual has lots of different lenders and banks. They don't have a great way of consolidating, tracking, managing them. Anyone have any software suggestions that isn't just a spread sheet?

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  • Henry ClarkPro Member
    Developer · Member since 2020 · 4k+ posts · 4k+ votes
    4y

    Don't know what capacity they are your clients.

    Either be truthful with them and tell them to consolidate.

    Or get rid of them as clients.

    The above solution your looking for, would just be giving a drunk another 5th.

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