MarketingLibrary.net by Peter Montoya, Inc
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 Complete Client Communication Library & Online Review System For Financial Advisors (866) 254-6035
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OVERVIEW
MARKETING REVIEW SOLUTION
REPORTING / TRACKING
ELECTRONIC RECORDKEEPING COMPLIANCE
SAS70 AUDIT II COMPLIANCE
Reporting / Tracking
At Your Fingertips...

MarketingLibrary.net makes it fast and easy to organize, search and retrieve messages at any time. Quickly review messages, analyze usage, or evaluate activity.

Representative Reports ...
  • Usage Report: A list of all members, and their message usage.
  • Order History Report: List of all orders logged by your Representatives.
  • Statistics Report: Review general statistics for your Representatives.
Message Reports...
  • Activity Report: A detailed list of all messages, including which Representatives have used them, and when.
  • Content Report: A catalogue of content types within the online library. Messages are displayed by category, including what percentage of the library each content type represents.
  • Usage Type Report: A complete list of usage types, including message statistics.
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