> Global Age Update: Updates ages individually and globally.

> Update Preferred Mailing: Update preferred mailing individually and globally.

> Contains Lookup: Searches for fields that contain specific string of data.

• Used for security product cross reference.
• Keyword Code searches.
• Insurance Policy and Investment Account Lookups.
• Will search for any string of data in any selected field without a complicated advanced ACT! Query.

> Last Name Lookup: Searches Contact and Spouse Last Name.

> Calculate Financial Totals: Manually keep track of Asset Allocation holdings while automatically updating the clients networth.