|
Client & Account Master The BPC Account Management Service provides extensible Client & Account Master management. Client & Account Master tables contain the base fields needed to support relationship mapping. For more robust Client & Account Master functionality, firms may utilize extensible properties to add additional client and account fields as required. There is no limit to the number of additional fields that may be added. Multi-parameter queries and user-defined account selectors provide rapid lookup of client and account records, which may be viewed or modified as permitted by user entitlements. |
All Rights Reserved.