firm is committed to ensuring that you become a raving fan of Investment
Gold. And we know the importance of first impressions. So our firm
installs and sets up Investment Gold for you (and GoldMine too if
not already in place), to ensure a quick and trouble-free rollout.
start by installing Investment Gold on your server and setting up
your workstations. If you'd also like to use Investment Gold at
home or on the road, we also install on your home or laptop computers
(we utilize a technology called synchronization to integrate your
copies of Investment Gold into a cohesive system).
we set up Investment Gold to accommodate the needs of your team.
Basic setup includes creating user profiles for each member of your
team, initializing preferences and linking to your copies of Microsoft
Word. At your request, we can also perform more advanced setup tasks
as well. For example, we can import your existing contact information.
Or we can walk you through your first use of Investment Gold Bridge
to populate your database with client information. And we can also
set up security and privacy features to reflect your unique needs.
note that our expert staff install and set up Investment Gold remotely
from our office via the internet. We use a software product called
pcAnywhere to access your computers (we also use pcAnywhere to provide
you with ongoing assistance). Please note that our approach to using
pcAnywhere works in any office and doesn't compromise your internet
security in any way. If you'd like to learn more about how we ensure
your security, please click
and setting up Investment Gold over the internet provides you with
the ultimate in service at a very affordable cost. Since our staff
work from our office, they have access to all of our resources and
the expertise of our entire team. And we can connect to your office
instantly regardless of location, eliminating the delay and cost