In this tutorial, Lisa does a phenomenal job of walking you through how easy it is to get started creating your own application to accomplish specific business processes. The same process can be utilized to create your own CRM-Lite – simply take the .acc file from Schwab which is listed as the “Account Profile” file within the Schwab Data Deliver application. Clean the data to get the list of Contacts(Individual people linked to the investment accounts), from there, you can go through and create your Relationships(Groups of contacts, i.e. Husband, Wife). If you are interested in a more automated way of accomplishing this, please fill out the “contact us” form and mention “CRM-Lite” so we can reach out to you with additional information.
