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Sovereign is designed around an advanced Client Management system that includes the ability to link any number of clients to any other client or accounts.
Extensive database allows for recording of :
Address
Assets and Liabilities
Bank Accounts
Call History
Correspondence
Credit Scoring details (internal and external)
Dependents
Employment History
Income and Expenditure
Images
E-mail, Phone, Fax numbers
Memos
Personal Information
Relationships with Other Clients |
