Client Data System (CDS) Version 6 is now available! Click here to read the press release on the new features.

OVERVIEW
CDS is a modular client and contact management system designed to increase the effectiveness of investment advisors, insurance agents, and the companies they represent. With its specially designed marketing, sales, and customer service capabilities, there is no better solution for the financial services professional.

Features & Benefits
CDS is the insurance agent software – or, insurance contact management system – trusted by thousands of advisors, as well as some of the biggest names in the financial services industry, including MetLife, Mutual of Omaha, Penn Mutual, Prudential, Thrivent Financial, and more. These industry leaders choose CDS because it provides:

• Comprehensive practice management capabilities, including contact management, investment tracking, insurance policy tracking, and other specialized capabilities
• A modular, integrated solution that lets you add functionality as you need it
• Ease of use and a customizable desktop
• Proven success with over 75,000 satisfied users – all in our industry

Built on twenty years of experience and proven in practice, Client Data System is true financial advisor & insurance agent software built for your business.