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Customized Contact,
Client and Office Management for Financial Advisors
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“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.
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Customized ACT! Interface |
4Advisors 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 4Advisors
with the needs of most financial professional's in mind.
> New Tabs! New Look!
> Additional Email fields for Contact and Spouse!
> Improved Scan and Organize for ACT!
> Improved Preferred Mailing Feature! |
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- 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!
- Performs one button "Contains" queries on
any field without using ACT!'s advanced query
- 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 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
- "Lean" Use of Fields means faster and more
optimal use for searching, sorting, mail
merging and maintenance
- Interfaces to optional Laser App
- Full telephone support is available ! ! !
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- 4Advisors 3.0 Addon for ACT
Customized ACT! Database for Financial Planners, Investment Advisors, and Insurance Professionals.
VERY IMPORTANT: The price of the software does not include training, data conversions or import from any program. For a quote on data conversion and/or import, please call 800.831.7636
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| Requires ACT! by Sage 2007/2008/2009 |
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| 4Advisors 3.0 Single User License |
$199.00 |
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| 4Advisors 3.0 2 User Network License |
$299.00 |
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| 4Advisors 3.0 3-5 User Network License |
$499.00 |
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| 4Advisors 3.0 6-10 User Network License |
$899.00 |
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| 4Advisors 3.0 11-15 User Network License |
$1199.00 |
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| Act4Advisors 3.0 to Laser App Interface (Requires Laser App Software) |
$99.00 |
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| Support Contract (limited to 6hrs per year) |
$349.00 |
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- 4Advisors 3.0 Addon for ACT
- ACT! by Sage
Customized ACT! Database for Financial Planners, Investment Advisors, and Insurance Professionals.
VERY IMPORTANT: The price of the software does not include training, data conversions or import from any program. For a quote on data conversion and/or import, please call 800.831.7636
**Currently Scan&Organize is not compatible on 64 bit computers.
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| 4Advisors 3.0 Single User License Bundled with 1 ACT! License |
$389.00 |
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| 4Advisors 3.0 - 2 User License Bundled with 2 ACT! License |
$659.00 |
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| 4Advisors 3.0 3-5 User License Bundled with 3 ACT! License |
$1039.00 |
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| 4Advisors 3.0 3-5 User License Bundled with 4 ACT! License |
$1199.00 |
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| 4Advisors 3.0 3-5 User License Bundled with 5 ACT! License |
$1369.00 |
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| 4Advisors 3.0 6-10 User License Bundled with 6 ACT! License |
$1949.00 |
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| 4Advisors 3.0 6-10 User License Bundled with 7 ACT! License |
$2124.00 |
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| 4Advisors 3.0 6-10 User License Bundled with 8 ACT! License |
$2299.00 |
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| 4Advisors 3.0 6-10 User License Bundled with 9 ACT! License |
$2474.00 |
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| 4Advisors 3.0 6-10 User License Bundled with 10 ACT! License |
$2599.00 |
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- 4Advisors 3.0 Addon for ACT
- Laser App Software
- Scan&Organize Addon for ACT
Customized ACT! Software for Financial Planners, Investment Advisors, and Insurance Professionals.
VERY IMPORTANT: The price of the software does not include training, data conversions or import from any program. For a quote on data conversion and/or import, please call 800.831.7636
**Currently Scan&Organize is not compatible on 64 bit computers.
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| 4Advisors 3.0 Single User License |
$549.00 |
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| 4Advisors 3.0 2 User Network License |
$649.00 |
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| 4Advisors 3.0 3-5 User Network License |
$849.00 |
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| 4Advisors 3.0 6-10 User Network License |
$1249.00 |
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