Retention Manager Consultants Edition
Retention Manager Consultants Edition augments the management and development tools in Retention Manager Professional with functionality to develop and manage retention schedules for multiple third party clients. The Consultants Edition is available in standalone or network versions.
The Consultants Edition enables consultants and retention professionals to create individual client schedules with named reports. All installed clients draw from the shared add-on modules and industry-specific templates for Retention Manager.
Initial purchase and license includes
- One concurrent user for either standalone workstation install or network install with multiple installed workstations
- Consultants management tools for creating and maintaining individual client schedules
- Annual subscription for technical support, legal research and software updates three times annually, software upgrades to new versions
- Additional client licenses are for additional client retention schedules and are available in one, three, five or ten client license packages
Add-on research modules
- Insurance Research
This module is the leading database of state-level legal research on Insurance regulations to supplement the default database.
- International Research
This module supplements the default federal and state legal research database with applicable retention laws and citations from more than 100 countries. List available upon request.
- Credit Unions
- Financial Services
- Power Utilities
- Additional Industry Templates in development
Please contact us for a demonstration and discuss how Retention Manager Consultants Edition can contribute to the success of your retention consulting practice or service.
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“Defensible compliance is the mainstay of an effective records retention schedule. Solid legal regulation support is essential for developing compliant schedules which Retention Manager™ delivers.
I use the retention legal research database of over 16,000 citations as foundation for my clients’ retention schedules. Legal research updates are issued regularly and are easily integrated into the existing research. The legal group and retention rule “assignments” organizes relevant regulations into “buckets” for easy retention schedule development.
The Retention Manager™ method incorporates legal, business/operational value, and industry-standard considerations for retention decisions. Realistic retention periods are used to comply with regulatory and operational requirements.”
Su D. A. Graham, CRM, MLS