Financial Consultant Appointment Tracking Database Template

Financial Consultant Appointment Tracking Database/Template System

Microsoft Access Financial Consultant Appointment Tracking Database

In the financial consulting industry, managing your client meetings, service schedules, and billing processes with precision is essential. The Microsoft Access Financial Consultant Appointment Tracking Database offers a complete, professionally designed solution to help financial advisors, planners, and consulting firms streamline appointment tracking, client management, and invoicing—all from within the Microsoft Access environment.

Developed using native Microsoft Access tables, forms, reports, and VBA (Visual Basic for Applications) code, this database system integrates seamlessly with your existing Access databases. Modeled on Microsoft Outlook’s familiar calendar interface, the application allows for intuitive navigation and scheduling functionality—without the need for additional software or external services.

Whether you're managing one-on-one client sessions, portfolio reviews, tax preparation meetings, or investment consultations, this template helps ensure that every appointment is documented, billed, and organized efficiently.

Key Features of the Financial Consultant Appointment Tracking Database:

• 100% Microsoft Access-based—no third-party software required
• Comprehensive customer management module for client details and history
• Daily, weekly, bi-weekly, and monthly calendar views for complete visibility
• Appointment creation and editing forms with built-in scheduling tools
• Invoice printing and payment recording functionality
• Pre-configured, ready-to-use reports for all calendar views
• Perfect for financial advisors, consultants, wealth managers, and tax professionals

This system provides a structured, user-friendly platform to keep track of every meeting, ensure accurate billing, and maintain a comprehensive appointment history for each client. Designed with flexibility and business continuity in mind, the template offers scalable functionality suitable for solo practitioners or multi-consultant financial firms.

Please note: This is a pre-built template. If it doesn’t match your needs exactly and you're not able to make modifications yourself, Contact Us. WSI can provide a personalized quote to customize the database to match your firm’s specific scheduling and client management processes.

If you are interested in a VB.NET, C#.NET or ASP.NET version of this template, please Contact us for more details.

Daily Canned Reports
PDF Output Day Landscape View    PDF Output Day Portrait View

Weekly Canned Reports
PDF Output Week Landscape View    PDF Output Week Portrait View

Bi-Weekly Canned Reports
PDF Output Bi-Weekly Landscape View    PDF Output Bi-Weekly Portrait View
 
Monthly Canned Reports
PDF Output Month Landscape View    PDF Output Month Portrait View

The following document explains, in detail, how to install the demonstration and how to avoid some common set-up issues:
Download Instructions

Live Demonstration: To experience a more interactive and personalized demonstration of this WSI template, we invite you to contact WSI and schedule a live demonstration with one of our team members. This opportunity allows you to engage directly with us, either as an alternative to or in conjunction with downloading and exploring the demo version of the template at your leisure. Please note that downloading Microsoft Office files, including Microsoft Access database files, might trigger a security warning on your computer. To avoid this and get a comprehensive overview, you have the option of viewing the template through a virtual meeting on Teams or Zoom with a WSI representative.
Once you purchase the database template, you will receive the full version of the database in a standard Access Database file. The purchased database will have full access to the database window, all design objects, the visual basic project code, and you will be able to modify or add to the design in any way you wish (this does not apply to the run-time/compiled versions). If you lack the time to integrate this database into your system, please Contact Us and we will be glad to help with your integration process. If you like the basics of what you see in the database, but need enhancements to make the system functional for your business, please Contact Us and we will develop a quote for you to implement the additional features and enhancements that you require.

Once your purchase is complete, you will receive an email with a link to download the full version of the database.