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Customized
Contact, Client and Office Management for Financial Advisors
"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." See
the Ticker Article
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.
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.
- Personal
data fields for your client's and prospect's personal information
including dates of birth, social security numbers, phone
numbers, various address fields, hobbies, clubs, etc.
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Search on securities held
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Track A, B and C clients and track various levels of suspects
and prospects.
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Investment screen to manually keep track of client security
holdings
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Pull down screens populated with thousands of mutual fund
and stock descriptions and symbols
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Insurance screen allows all types of insurance to be entered,
tracked and searched
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- Account
screen gives immediate access to information that is needed
for suitability and the clients new account form
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- Web
links fields allow linking to the investment account pages
of any website
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Goals screen keeps records of the client's goals
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Advisors screen gives you quick lookups of the client's
advisors and their phone numbers
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Various reports including Birthday List, Account Info, Insurance,
Work Info and more!
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Attach files suchs as spreadsheets, proposals, Word docs,
etc. directly to the contact record for easy and fast access.
(This is an ACT! feature.)
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Become a paperless office with optional ACTScan and LaserAPP
Software.
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| Contact
Info |
Notes
and History |
Sales
Management |
Work
Info |
Other
Advisors |
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Other Screens |
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| Investments
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Insurance
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Account
Info |
Financial
Goals |
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Requires
ACT! 2000 Version 5.03+ or 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 133 MHz or higher
Memory: 32 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 95, Word 97, Word 2000, Word XP
(2002). ACT! also contains a built-in word processor
Fax: WinFax PRO 8.03 or later; Microsoft Fax
Supported
operating systems & networks:
Microsoft® Windows 95/98/2000/Me,XP, NT® 4.0; Novell NetWare 3.12
or later; Microsoft Networks
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.
ACT!
6.0 (30 day free trial) Download »
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