Keeping in touch means profitability!

"Relationship management" is the one of the new buzz words of today's technology world but in today's world, instant access to contact information is critical to a successful investment practice.

In the 1970's and 1980's, relationships were managed by an address book, file cabinet or the old "one card system." The problem was, you couldn't find the information you were looking for in a timely manner and key contacts often fell through the cracks, literally!

Contact management software allows the user to:

• Increase productivity and better utilize your time
• Utilize a system to keep intouch with clients, prospects and other important contacts
• Quickly find contact information on clients and prospects
• Write letters, emails and send faxes easily
• Stay focused by automating daily to-dos and schedules
• View others calenders and task lists from your workstation
• Easily write correspondence such as email, letters and memos
• Delegate work to administrative personnel
• Become a "paperless office" with your scanner and scanning software

Effective contact management is an absolute necessity for any business in today's highly competitive environment. Contact management software gives you a method or "track" which can make the difference in your business.

Act4Advisors utilizes the most popular contact management system, ACT! by Interact Commerce Corporation. ACT! has excellent features and is one of the easiest to use contact management systems on the market. Act4Advisors simply customizes ACT! for a financial services practice.