Client Management Application (CMA)
Client Management Application (CMA) is a paid web-based system for financial counseling, debt management, debt settlement, student loan, and other configurab…
What Client Management Application (CMA) is
Client Management Application (CMA) is a paid web-based system for financial counseling, debt management, debt settlement, student loan, and other configurable client service programs. It combines household details, budgets, creditors, tasks, notes, documents, payments, and activity in one client record. Debt management tools cover intake, proposals, biller and creditor workflows, budgets, payments, fee rules, FairShare, contracts, and reporting. A client portal can provide enrollment steps, signatures, paperwork, statements, secure messages, preferences, and account details. Dashboards and configurable reports are available, with reporting replicas connectable to Microsoft Power BI or Fabric through a configured MySQL connection. Listed integrations include Mastercard RPPS, Equifax, TransUnion, Spinwheel, Twilio, eFax, Google Workspace Gmail, USPS, OpenAI, and Retell, subject to configuration and provider accounts. Configurable MFA, access logging, encryption, cloud hosting, and training options are also described.
Good
- Connected records combine financial and activity details
- Debt management workflows include proposals and creditor processes
- Client portal supports signatures and secure messages
- Configurable MFA and access logging
- Cloud hosting includes backup and recovery definitions
Watch out
- No free plan
- Final pricing depends on scope and organization needs
- No downloadable desktop version is stated
Who it suits
CMA suits organizations operating financial counseling, debt, student loan, or configurable client service programs. It is intended for teams needing connected records, portals, reporting, integrations, and cloud delivery.
Verdict
CMA brings client records, debt workflows, portals, reporting, and integrations into a web service. Its high starting price and proposal-based pricing make confirming scope essential.
Plans and prices
From Client Management Application (CMA)'s own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Client Management Application Debt Management Hosting | $5,000 a month | Debt management hosting · tailored to organization size · Hosting, maintenance, and support included; final pricing based on organization size and needs. |
The facts
Each one read from Client Management Application (CMA)'s own pages, with the date it was checked.
What it does
- Client engagement
- The client portal can provide online access to enrollment steps, signatures, paperwork, statements, secure messages, preferences, and account details.checked 8 Oct 2026
- Client record
- CMA brings household details, budgets, creditors, tasks, notes, documents, payments, and activity together in a connected client record.checked 8 Oct 2026
- Data protection
- The maker says data is encrypted in transit and at rest and that it does not mine, sell, or repurpose company or client data for advertising, profiling, or its own commercial use.checked 8 Oct 2026
- Debt management
- CMA supports DMP intake, proposals, biller and creditor workflows, client budgets, payments, fee rules, FairShare, contracts, and program reporting.checked 8 Oct 2026
- Download availability
- The maker describes its applications as cloud solutions and does not state a downloadable desktop version on the product page.checked 8 Oct 2026
- Hosting
- The applications are delivered as cloud solutions, with hosting, backup, replication, snapshots, retention, and recovery defined for each deployment.checked 8 Oct 2026
- Integrations
- Listed integrations include Mastercard RPPS, Equifax, TransUnion, Spinwheel, Asterisk/FreePBX, Twilio, eFax, Google Workspace Gmail, USPS, OpenAI, and Retell; availability varies by configuration and provider account.checked 8 Oct 2026
- Pricing limit
- CMA pricing depends on scope, and the maker asks organizations to confirm current capabilities and pricing in a proposal.checked 8 Oct 2026
- Purpose
- CMA is designed for financial counseling, debt management, debt settlement, student loan, and other configurable client service programs.checked 8 Oct 2026
- Reporting
- CMA provides dashboards and configurable reports, and can connect reporting replicas to Microsoft Power BI or Fabric through a configured MySQL connection.checked 8 Oct 2026
- Security
- Staff and client access can use configurable MFA options, including passkeys and authenticator apps, while access to protected information can be logged.checked 8 Oct 2026
- Support and training
- Training options include onsite sessions, live online sessions, on-demand videos, and documentation in CMA.checked 8 Oct 2026
The company
- Founded
- 2002checked 28 Sep 2026
- Headquarters
- Delray Beach, Florida, United Stateschecked 28 Sep 2026
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