Access Wizard Databases Financial Services
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Stop losing revenue to missed follow-ups and invisible pipeline gaps

Capture every client inquiry, product recommendation, and estimated revenue in one organized system. Run 16 ready-to-print reports to see advisor performance, product winners, and follow-ups due—then take action before opportunities go cold.
✅ Instant download
✅ Lifetime access
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Revenue slipping
Totals buried across case lines
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Follow-ups forgotten
Follow-up dates scattered in notes
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Advisor performance unclear
No scorecard by advisor and status
ResultPrioritize high-value cases before they stall
ResultProve advisor impact with fee and commission totals
ResultStay ahead of follow-ups due this week

How It Solves These Problems

Instant pipeline clarity
Filter cases by status, channel, and priority to see what needs action.
Advisor revenue scorecards
Sum estimated fees and commissions by advisor so coaching and planning get easier.
Product mix insight
See top products, providers, and categories based on totals, rates, and demand.

Benefits

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Rank advisors by estimated total revenue for any date range
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Drill from a case to each product line, provider, and risk level
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Spot follow-ups due by advisor with priority averages and consent counts
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Compare channels and statuses to find where inquiries stall
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Identify top products and categories driving estimated fees and commissions
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Track lead sources and asset-transfer intent to improve prospect quality

Action Reports

Contained within the 16 reports included with your purchase, these Action Reports are the real solution solvers.

AllInquiryDetail: AllInquiryDetail joins cases, clients, inquiry lines, and products, with prompts to filter by date, advisor, status, client last name, category, and inquiry type.
AdvisorRevenue: AdvisorRevenue groups by Advisor and sums EstFee, EstComm, and EstTotal from InquiryLines, then orders by total to rank performance for any date range.
FollowUpByAdv: FollowUpByAdv filters by FollowUp date window, counts follow-ups per advisor, averages Priority, and counts ConsentYes to surface workload and compliance.

Common Questions

Q: Do I need Microsoft Access to use this database?
A: You can use Microsoft Access on Windows, or the free Microsoft Access Runtime.
Q: Is this a subscription?
A: No. One-time purchase with lifetime access.
Q: When do I get the download?
A: Immediately after PayPal completes your payment.
Q: Does it work on Windows 10 and 11?
A: Yes - compatible with Windows 10 and 11.
Q: How fast can I start using it?
A: Most people can be up and running the same day - download, open it, and start entering data.
Q: What if I'm not very technical?
A: It's designed for simple, day-to-day use with pre-built screens for easy data entry.

What You Get

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Complete Microsoft Access database ready to use
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Four inter-linked Pre-built forms for easy data entry
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16 Professional reports for better insights
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Instant download, lifetime access, no subscriptions

Fast Start

1) Download after PayPal payment
2) Open in Access or Access Runtime
3) Start using it the same day
Financial Services
Only $19.00
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✅ Secure PayPal checkout
✅ Instant download right after payment
✅ Lifetime access (no subscriptions)

Fast Start

After payment, you'll be redirected to your download page.

If you don't have Microsoft Access installed, use the free Microsoft Access Runtime (see System Requirements). Save the downloaded file on your Windows PC and use it, no installation needed.

System Requirements

Requires Microsoft Access (Windows) or the free Microsoft Access Runtime which has NO monthly fees or subscriptions. Compatible with Windows 10 and 11.

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