Client Management Application (CMA)

What Client Management Application (CMA) is

Client Management Application (CMA) is a web-based system for organizations running financial counseling, debt management, debt settlement, student loan, and other configurable client service programs. It gathers household details, budgets, creditors, tasks, notes, documents, payments, and activity in a connected client record. For debt management, it supports intake, proposals, biller and creditor workflows, client budgets and payments, fee rules, FairShare, contracts, and program reporting. A client portal can give users access to enrollment steps, signatures, paperwork, statements, secure messages, preferences, and account details. Staff can use dashboards and configurable reports; reporting replicas can connect to Microsoft Power BI or Fabric through a configured MySQL connection. Listed integrations include Mastercard RPPS, Equifax, TransUnion, Twilio, Google Workspace Gmail, OpenAI, and others, with availability depending on configuration and provider account. Configurable MFA can include passkeys and authenticator apps, and access to protected information can be logged. The maker says data is encrypted in transit and at rest. Hosting, backup, replication, snapshots, retention, and recovery are defined for each cloud deployment. Debt management hosting is listed at $5,000 a month; final pricing depends on organization size and needs.

Who it suits

CMA suits organizations operating financial counseling, debt management, debt settlement, student loan, or configurable client service programs. It may fit teams that need client portals, program workflows, and configurable reporting.

Limits

The listed Debt Management Hosting plan costs $5,000 a month, including hosting, maintenance, and support; final pricing depends on organization size and needs. The maker says pricing depends on scope and asks organizations to confirm current capabilities and pricing in a proposal.

Getting started

1. Visit the CMA website.
2. Contact the maker to confirm capabilities and pricing in a proposal.
3. Hosting and recovery are defined for each deployment.
4. Arrange hosting, maintenance, and support, which are included in the listed hosting plan.
5. Use the web application and select onsite, live online, or on-demand training.

Verdict

CMA brings client records, program workflows, portals, and reporting together for financial and debt service organizations. Confirm current capabilities and pricing in a proposal, as both depend on scope and deployment needs.