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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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