Market your firm with ProVantage Contact Management and Marketing

Advantages include:

Use advanced search functions to select and group clients and contacts

Automatically address letters, labels, faxes, and e-mails and create mailing lists for contacts or contact groups

Export contacts to Outlook for personal use and synchronization with a Palm Pilot or other handheld or PDA

Schedule events and notifications for meetings, activities and tasks

Export personal or firm-wide events to Outlook for personal use and for synchronization with a PDA


Contacts, a component of ProVantage Practice Development, is a contact management and marketing module that leverages ProVantage client and financial information and integrates with Microsoft® Outlook® and Microsoft® Office for improved client and contact management, communication, event scheduling and mailing list management.