Customized
Contact, Client and Office Management for Financial
Advisors
Requires
ACT! Version 6.0
“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
See
the Article [PDF Format]»
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.
“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.”
Author: Joel P. Bruckenstein ~ Morningstar Advisor
See
the Article »
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.
Customized
ACT! Interface
Act4Advisors is a custom ACT! database and layout
template designed specifically for financial services
professionals. 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.
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Note
to ACT! 6.0 Users:
ACT! has updated its packaging and
pricing for ACT! 6.0. The box is now labeled as
NEW for 2004 but it is still ACT! 6.03
The new box now includes ACT! for
Pocket PC, ACT! Link for Palm and for a short
time, ACT! for Palm OS.
The retail price of ACT! has increased
to $249 from $199 but the Pocket PC Link and ACT!
for Palm OS were previously sold separately at
$39 and $79 respectively. They are now included
in the box as part of ACT!. This is a great deal
since 70% of ACT! users are using one of these
PDA devices.
- 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 !
! !
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Requires
ACT! Version 6.0
ACT!™ is the award-winning
leader in contact management software. It gives
you instant access to detailed contact and account
information. You can also get sales tips from
Dale Carnegie Training®, keep a complete history
of your contact-related communications, and manage
your schedule efficiently with ACT!.
Enter here to view ACT! 6.0
features
ACT! gives you complete control of your client
and prospect information but many investment professionals
and financial planners are not getting maximum
use of the power in ACT! Since most professionals
have not had time nor experience in customizing
ACT! for their own needs, we have done it for
you with Act4Advisors.
Computer/processor: Pentium 350 MHz or higher
Memory: 128 MB or higher (more memory improves
performance)
Monitor: SVGA or higher resolution (800x600 or
greater)
Modem: Windows-compatible modem required for auto-dialing
or modem-based synchronization.
Other: Microsoft TAPI-enabled phone hardware and
caller ID support to auto-find contacts
Installation requirements: Minimum 1MB of free
hard disk drive space; Internet Connection
ACT! works with these popular applications:
E-mail: Microsoft® Outlook 98, Outlook 2000, Outlook
Express 5; Lotus® cc:Mail®, Notes 4.6 or later;
Eudora Pro.ACT! also has a built-in Internet e-mail
client (SMTP/POP3)
Word Processor: Microsoft® Word 2000, Word XP
(2002). ACT! also contains a built-in word processor.
Fax: WinFax PRO 8.03 or later; Microsoft Fax.
Investment Holdings Spreadsheet and Important
Dates Report require Microsoft Excel 97 -2002(XP).
Supported operating systems & networks:
Microsoft® Windows 98/2000/,XP, NT® 4.0; Novell
NetWare 3.12 or later; Microsoft Networks.
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