We're working on one, Citiadvisor, but it's a few weeks away from working.
I'd be glad to discuss it with you -- my phone#'s are below.
Thanks,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon[ at ]pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com
"Citiadvisor" <Citiadvisor[ at ]discussions.microsoft.com> wrote in message
news:509391D5-25FB-4749-A29A-9893FC37F645[ at ]microsoft.com...
[Quoted Text] > Does anyone know of an add-on that is specifically for financial advisors?
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