Free Demonstration
         
       
 

From the moment that you choose Investment Gold, our firm is committed to ensuring that you become and remain a raving fan of our product. So we've developed the following simple formula to guarantee your satisfaction, both today and in the future:

 
 
to ensure a quick and trouble-free rollout, we install and set up Investment Gold for you (over the internet using a secure remote-access product called pcAnywhere)
to ensure that your team knows how to begin using Investment Gold effectively right away, we provide every member of your team with your choice of self-paced or private Introductory training
to ensure that your team develops the skills necessary to enjoy all the benefits of Investment Gold, we provide selected members of your team with your choice of self-paced or private Advanced training on a variety of subjects
to ensure that any questions your team may have are resolved when they arise, we provide assistance as needed (over the telephone and if necessary over the internet using pcAnywhere)
if you have any unique needs, we can customize Investment Gold to fit your practice like a glove (e.g. tracking an unusual item of information, adding a report specific to the way that you manage your practice, modifying an aspect of Investment Gold's built-in automation)
 
     
 
 
Copyright © 2012 by Chaffe/Malcolm + Partners Inc. All rights reserved.