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Customized ACT! Interface
Act4Advisors is a custom database and design specifically for financial services professionals that use the ACT! 6.0 software. With our experience in financial services and ACT!'s experience with contact management, we have designed Act4Advisors with the needs of most financial professional's in mind.
Features:
| > Fully customized database with various data fields specific to a financial services office | |
| > Personal data fields for your client's and prospect's personal information including dates of birth, social security numbers, drivers license numbers, phone numbers, various address fields, hobbies, clubs, tax information, etc. | |
| > Scanning Feature to scan documents directly into the client folder | |
| > Helps Manage Client Documents by automatically navigating to the client's folder on a network or local PC from within ACT! | |
| > Produces client Stock Quotes from the internet | |
| > Performs one button "Contains" queries on any field without using ACT!'s advanced query | |
| > Investment Holdings Spreadsheet with database of over 8700 stocks and over 12,000 mutual funds that updates prices from the web | |
| > Manages Preferred Mailing Addresses so one template can be used for any mailing | |
| > Calculates Ages individually and globally | |
| > Calculates the Required Distribution Date from the Date of Birth entry | |
| > Calculates Retirement Date | |
| > Auto-fills the Spouse Last Name | |
| > Tracks Employee Benefits and Qualified Plans | |
| > Built in Report Generator for Important Dates such as Birthdays, Anniversaries, Required Distributions, Retirement, Reviews, Insurance Anniversaries, Crummey Letters, etc. | |
| > Built in Web portal for access to web based accounts and financial market content | |
| > Vast array of customized reports for asset allocation, assets under management, referral sources, insurance policies, investment holdings, balance sheet, accounts, etc. | |
| > Built in Best Practices Activity Series for Drip Marketing, ACAT's, Insurance New Business and Delivery, Seminar Planning, etc. | |
| > Built in letters for marketing and client service | |
| > Various templates and layouts for different resolutions and address preferences | |
| > "Lean" Use of Fields means faster and more optimal use for searching, sorting, mail merging and maintenance | |
| > Pre-Conversion Program for existing Act4Advisors users and users of multi-user ACT! databases | |
| > Driving Direction integration is built in | |
| > Mapping integration is built in | |
| > Optional dbCAMS+ Portfolio Management Conversion Program and Interface -- Enter here for more details | |
| > Interfaces to optional Laser App Software | |
| > Full telephone support is available ! ! ! |
Customized Contact, Client and Office Management for Financial Advisors
Investment professionals that use the widely acclaimed ACT! software know the power and advantages it brings to their financial practice. With over 3 million users worldwide and 10,000 corporate accounts, ACT! has proven itself by bringing ease of use and powerful features that even a novice can master in just a few minutes. But, to get the most out of ACT!, it is important that users customize the ACT! interface for easy access to the data they need to keep track of.
Most ACT! users never have the time nor the expertise to customize their ACT! program. As a result, they never get the full power of what ACT! can do for them and their business. They miss opportunities and that means loss of revenue or worse yet LOST OPPORTUNITIES.
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“The Growing Importance of Contact Management.” “Frequent
contact with customers, or "relationship management," is important
in building a successful business. The payback is clear: Retaining
current customers costs five to seven times less than finding new
ones. Studies show that over a lifetime, loyal customers purchase
more, cost less to sell to, and will refer five other people to
a business.” Author: Mangala Jagadeesan ~ TICKER Magazine April 2002  “ A middle ground CRM program that will meet many advisors' needs. ” “ If ACT! is such a great product, why do you need ACT4Advisors? The answer is simple: ACT! is designed for general sales, not specifically for the financial-services industry. It is possible to customize ACT! to meet the needs of financial advisors, but to do so would be time consuming. Wouldn't you be better off purchasing a set of industry specific layouts, templates, and reports that were already customized for advisors? Well, that is exactly what ACT4Advisors offers.” See the Article [PDF Format] » “ While Cuomo's firm does not track all of its clients' investments from within ACT4Advisors, she still finds the Security Quote field on the Investment tab very useful. "A number of clients call from time to time for stock quotes," she says. "If I enter the stocks in the Security Quote field, I can obtain quotes right from their contact record within ACT4Advisors.” “
The primary advantage of ACT4Advisors is that advisors receive a
highly customized version of ACT! at a very affordable price. "ACT!
combined with ACT4Advisors is a bargain," says Michael Dubis, president
of Touchstone Financial, in Madison, Wisc. ” “It's
easy to use," says Dubis. "It's detailed enough to be just right,
but not too detailed that you never want to use it.” “Cuomo
agrees: "It's really powerful, but not difficult.” “The
group of users I spoke with had good things to say about service
and support. Dubis described ACT4Advisor as "very responsive and
patient.” “With ACT!'s large user base, there's a good chance that some of your staff is familiar with the program, which means that your training cost will be minimized. Finding competent temps or virtual work partners to perform various tasks within ACT! shouldn't prove much of a challenge either.” Author:
Joel P. Bruckenstein ~ Morningstar Advisor April 2003 |
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Developed by:
| ACT! Certified Consultant | |
| Certified Financial Planner® | |
| Past Vice President of a large broker dealer | |
| Series 724 licensed | |
| Business Development Consultant for the Financial Services Industry | |
| Financial Services experience since 1986 |
Allied Financial Software, Inc. can convert your data including:
| ACT! | |
| Advisors Assistant | |
| Bill Good | |
| Brokers Ally | |
| Brokers Helper | |
| dbCAMS+ | |
| EZ Data/CDS | |
| FDP | |
| Goldmine | |
| Junxure | |
| Maximizer | |
| Protracker | |
| Text (ASCII) | |
| and many more, just call for a quote! |
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Send
mail to info@software4advisors.com
with questions or comments about this web site. |