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PRODUCT | Brokers*ACT!
7.01
 Features
include:
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Personal data fields for your client's and prospect's
personal information, including date of birth, social security number,
phone number, various address fields, hobbies, clubs, driver's license,
work information, etc. Separate field areas for the prime contact,
secondary contact, and up to eight family member, and much, much more.
- An Accounts Screen that gives you access to account
information such as total assets, total revenue, whether or not the
client is fee-based or has a investment plan in place, and so forth.
- A Holdings Screen that gives you a snapshot of the
contact’s asset allocation model. This screen is also used for
rebalancing reminders, and allows you to search on securities held.
- The Road Map Screen's function is to list your client’s
immediate financial goals as well as what they believe to be important
in their lives. No other ACT! AddOn for Financial Advisors has this
screen (unless they copied us).
- The Campaign Screen allows for easy implementation
and tracking of sales or drip campaigns. Excellent way to plan a year's
worth of contact with your current clients.
- The Seminar Management Screen allows you to plan,
implement and follow-up for up to three seminars at one time. This has
been one of the most-used new features since the release of Brokers*ACT!
6.03.
- A Six Week Blitz Campaign allows for implementing
and tracking specialty campaigns or seminars.
- A Client Suitability Screen puts the client's ability
to invest at your fingertips. Not only does it contain the basic new
account jacket information, but it also has relevant risk tolerance
and personal financial health information.
- Other Advisors Screen. Keep in contact with your
client’s other advisors. Included are templates that you can use
to send each of the "other advisors" letters.
- My Information Screen – Brokers*ACT!
is the first and only AddOn for ACT! that builds into its database key
entries to use when creating letters, reply envelopes or reply cards,
plus your firm’s service mark. There is no other AddOn with this
much attention placed on My Information (unless they copied it from
us).
- Annuity, Insurance Deferred Comp and Disability each
have their own tab dedicated to giving you the information you need
to most efficiently manage your client's financial life.
- Automatic membership to pre-defined groups that correspond
to our layout fields.
- Plus all the features that have made ACT! the most
popular contact database program worldwide.
Real Benefits Experienced Using Brokers*ACT!
 Realize
an increase in productivity by better utilizing your time.- Maintain constant contact using the time-saving systematic process.
- Save time retrieving contact information.
- Save time and effort writing letters, faxes and emails.
- Maintain focus by utilizing the automated day-to-day functions.
- Spend less time managing your entire sales team.
- Realize an increase in production from an increase in productivity.
The less time you need to spend becoming organized,
the more time you can spend being organized. Brokers*ACT!
allows you to do just that. Created by fellow financial advisors
currently in production (at a major wir e
house firm), Brokers*ACT! gives you everything you need
(and leaves out the stuff you don't need) to conduct a systematically
efficient way to keep in front of your clients.
No other AddOn for Financial Advisors claim to have as its creators currently
top branch producers at a major brokerage firm. Your advantage -- it is
the same customized database that is responsible for the success of its
creators. It can help you too!
What’s Improved?
As with the re-creation of any product, there are always improvements.
Here are a few immediate improvements to the Brokers*ACT!
product:
- Many additional fields
- Check boxes (yes and no)
- Automatic Group Membership based on criteria
- The Brokers*ACT! crisp and clean 1024x780 layout
Additional Needed Fields
We have added many fields that our users (and creators) have requested (and eliminated some others). As a result, our field structure will accommodate and appeal to practically every Financial Advisor in production. Some more than others, but all can benefit from our professionally designed layout and field structure
All of the Yes/No fields have been replaced with check
boxes
Along with the new version of ACT! comes some added features like the
use of check boxes. This was something that we had all asked for in the
6.0x version but the program's limitations prevented their use. We can do much more with check boxes than the simple
yes/no fields. One example is when you select our Seminar #1 check box,
that contact is automatically added to the Seminar One group. We have
added this automatic feature to many of our customized check boxes.
Automatic Group Membership based on criteria
As stated above, we have gone through and replaced all of our Yes/No
fields with check boxes. When you "check" the check box, that
contact is automatically added to that specific group.
Here are just a few of the essential check boxes and corresponding groups:
- Newsletters -- add subscribers to your newsletter mailing list.
- Fee-Based Accounts -- with subgroups.
- Financial Plan in place.
- Investment plan in place.
- IRA Contributions -- prior and current.
- Seminar Planning.
The Brokers*ACT! professionally designed 1024x780 layout
Brokers*ACT! 7.01 continues to set the standard when
it come to being the most professional-looking Financial Advisor Screen.
The new BA-7.0 comes with a highly-detailed, professionally
designed, clean and crisp 1024x780 resolution screen layout that you will
love. The simplicity of navigation plus being easy on the eyes was
our primary concern while developing the layout. After all, we need
to use this every day in our practice as well, so rest assured that you,
the advisor, are at the forefront of every element that goes into our
design.
Take a Demo-Tour &
Order Today
Remember, only the Brokers*ACT! AddOn product can claim
that it was created by current in-production top branch producers simply
to increase productivity for themselves, years before it became a commercial
product (version ACT! 2.0). That is why it is considered the most up-to-date
standard by those in the business. (If there existed an AddOn that would
have
done the trick, we would not have spent valuable time creating our own.)
We had no choice but to create the best ACT! AddOn because it is for our
own use.
Now for a few dollars and maybe an hour of your time, you can use what
the top producers use to keep their production at the top of the list.
That has got to be better than spending thousands of dollars and a month
or two to have someone customize your ACT! to get it close.
Take the demo tour then bundle ACT! with Brokers*ACT!
7.0 and be on your way to better servicing your clients in less time!
Known Issues
Additional
information before you buy ACT! and Brokers*ACT!
for ACT!
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$229.99 -- 1 User
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System Requirements:
- Minimum 266 MHz processor (Pentium III or higher recommended) (Brokers*ACT!
recommends that your processor be a Pentium IV.)
- Minimum 256 MB RAM (512 MB RAM or higher recommended) (Brokers*ACT!
recommends that your computer have at least 1GB of RAM Memory.)
- Minimum 300 MB of available hard disk space
- Microsoft® Windows® XP Home, Windows XP Professional, Windows
2000 Professional, Windows 2000 Server, Windows 2000 Professional, Windows
2000 Advanced Server, Windows Server 2003 Enterprise Edition, Windows
Server 2003 Web Edition
- CD-ROM drive
- SVGA (800x600) or higher resolution monitor
- Windows TAPI-compatible modem or device required for outbound dialing
Compatible with:
ACT! 7 / 2005
ACT! 8 / 2006
ACT! 9 / 2007
ACT! 10 / 2008
Technical
Support
provided by MJB Software
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