There's an option to receive in Email a scheduled report (daily, weekly or monthly), we can help setting it up as a "Current Balance" report (or whichever report you wish) with a query of specific categories, each category can be scheduled on a diferrent interval (for one type of category we can set it up for weekly, for another category as monthly and so on), the email will serve as a perfect reminder having the names on the report you receive with the balance they have (a query can be made to get only accounts with a balance, unless using the "Current Balance" report that anyways has this rule).
As of the categories you can use the account Type & Value (Additional Info), with the Type being something like "call List" or whatever, while the Value will be "monthly" or "Weekly" etc. defining how often you'll call them regarding their balance, the reports will run on a query for these Type & Values (in 'Query' > 'Addl. Info' tab).
For any further questions please feel free to call in to Support, we'll be glad to help you.