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Allied
Financial Software, Inc. (AFS) has teamed with Custom Advisors Solutions,
Inc. (CASI) to develop an interface between your dbCAMS+ software
and ACT! with Act4Advisors.
ACT! is the number one selling contact
management program is the world with over 4 million users
and over 16,000 corporate accounts. ACT!'s features include date
and time stamped Notes, Task List and Activities, Shared Calendars,
Contact History, Sales and Oppotunities Tracking, easy Search and
Sort Functions, flexible Reporting capabilities and much more. With
ACT! you can easily mail merge letters, emails and faxes with little
or no instruction and attach the email and letters to the contact
record. You can create labels and envelopes in MS Word or ACT!'s
built in word processor or link your data to an Excel spreadsheet.
You can even syncronize ACT! with your Palm or Pocket PC. Click
here for details on ACT!
»
ACT! is a fanastic contact management system but requires extensive
customization for financial services professionals.
Act4Advisors is a customized ACT! database and design
that turns ACT! into a full blown client and contact management
system for investment advisors, financial planners and insurance
professionals. Act4Advisors allows you to track contact information
that ACT! does not track such as Personal and Family Information,
Family Financial Information, Alternate Addresses with Preferred
Mailing Address Handling, Insurance and Suitability info and much
more. Act4Advisors also allows scanning and document management
within its ACT! interface. You can scan documents directly into
the contact's screen minimizing the paper on your desk but giving
you immediate access to the document on your computer or network.
Click
here for more details »
CASI's has created two optional programs specifically for users
of dbCAMS+ and Act4Advisors.
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Conversion
System
The
conversion system is designed to bring all of your contact
management information from dbCAMS+ and transfer it to Act4Advisors.
It makes the conversion as easy and quick as possible. Not
only is name and address information transferred, but also
contact grouping information located in the group, key and
geo fields in dbCAMS+. The Advanced Conversion System also
converts all of your dbCAMS+ notes and activities. You will
be up and running in Act4Advisors immediately with all of
your familiar dbCAMS+ contact coding, reducing the learning
curve and making Act4Advisors immediately usable.
Interface
System
The
Interface System consists of two modules; the Synchronization
Module and the Display Module.
| Synchronization
Module |
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The
synchronization system does keep important operational
information, such as Social Security numbers, client addresses,
etc. in sync between the Act4Advisors and dbCAMS+. It
also generates missing Act4Advisors contact records or
dbCAMS+ client and owner records in
your systems.
The synchronization system is NOT designed to give you
full synchronization between the two systems but only
leverage what each system does well. Act4Advisors for
client and contact management and dbCAMS+ for investment
tracking and portfolio management. |
| Display
Module |
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The
display system allows you to view dbCAMS+ portfolio information
from within Act4Advisors. When you are dealing with a
contact, you have instant availability to the portfolio
details on your screen without having to open and navigate
dbCAMS+. The information is queried from the dbCAMS+ system
as requested so that your portfolio information can never
be out of sync with your dbCAMS+ investment information. |
Click
on image for enlarged view
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