Client DataMate

Consolidating your data

Will work with any data source that is openly accessible.

Client DataMateĀ® is a revolutionary tool that saves you time and money when it comes to consolidating your data. No matter where the data comes from you can finally have one report that brings all the data together.

Currently Client DataMate can read/write from the following applications/data sources:

  • GoldMine (Standard, Corporate, and Premium)
  • Act (2005, 2006, and 2007)
  • Maximizer (Standard and Enterprise)
  • Univeris
  • Client Manager
  • Winfund Frontoffice
  • Ticoon
  • XML
  • Microsoft SQL Server
  • PlanPlus
  • Microsoft Excel

Please visit out dedicated website for Client DataMate at http://www.clientdatamate.com for more information.

If you would like a representative to contact you about Client DataMate, please give us a call at 519-584-2447 or fill out the form on our Contact Us page.