Partners

Record Tree™ is a product with ready appeal to those involved in financial planning, personal accounting, estate planning, and healthcare.

We have also found that Record Tree is a useful tool for professionals in these and other fields to better manage--and even deepen--their relationships with longstanding and prospective clients. With this concept in mind, we have developed many ways in which Record Tree can serve business partners who wish to incorporate the software into both their day-to-day and promotional activities.

Consider these innovative possibilities:

1. As a promotional tool, the Record Tree interface can be co-branded to feature your company's logo. We will even work with you to develop a marketing program that uses the software to attract and impress clients and prospects.
2. You can present Record Tree software as a gesture of appreciation to new and/or existing clients.
3. By offering attendees complimentary copies of Record Tree, you can attract prospective clients to company events.
4. With our professionally prepared materials, you can host seminars to educate your clients and prospects on the importance and mechanics of maintaining a personal record archive.

If you have other collaborative ideas, we are open to exploring them with you. To find out more about becoming a Record Tree partner, please send your request via e-mail to: partners@recordtree.com.