PRODUCT | MyThinACT! for Advisors and MyThinACT! for Advisors Templates

Attention Financial Advisors! MyThinACT! also comes in a customized version just for Financial Advisors.

Introducing MyThinACT! for Advisors Templates

MyThinACT! for Advisors is a custom data database designed to work with MyThinACT! and was developed over a period of nine years through our experiences in the Financial Services Sector. The database works equally well for individual advisors, advisors with assistants and advisor teams/offices with multiple users who look after common contacts.

Features Include:

• Ability to quickly access a group of records that are linked due to Family Members, Employer, Business etc. as Unique Identifier.
• Alternate Layouts highlighting primary contact info based on if you contact client at home or business.
• Hundreds of customized fields added designed for the unique requirements financial services industry.
• Drop-down fields developed to ensure data integrity and ease of entry.
• Advisors Tab provides information of your clients other advisors (lawyers Accountants and others).
• Personal Info on the contact (Birthday, SSN Number, Personal Interests and more).
• Family Info (Wife’s name DOB, SSN Number etc.)
• Insurance Screen and DI/CI screen used to enter and track all types of Insurance Policies sold to a contact with current status.
• Financial Goals Scrreen provides clients financial goals, financial info etc.
• Marketing Info Screen identifies and profiles clients to help develop different marketing strategies based on client size, profile, type and products sold to date.
• Various custom reports for Insurance, Sales Opportunities, Birthdays etc.
• Special templates for labels and envelopes.
• Ability to send e-mails, letters, faxes to one or groups of contacts in ACT!. Integrates seamlessly with your word processor and e-mail system.
• Integrated System for tracking the Underwriting Process, follow ups, commissions etc.
• Group insurance section and protocols.
• Integrated Sales Development Process to track your sales opportunities through the sales cycle.
• The screens can be customized to your specific requirements (specialized Layouts and additional fields).

We also offer the MYTHINACT! for Advisor Templates to download and set up on your computer system at a one time purchase price.

We also offer:

• Consulting Services to customize you’re your system to your unique way of doing business
• Data Importing Services
• Advanced training in the use of ACT! and Contact Management for any industry but particularly the Financial Services Sector.
  

Other products by HK Consulting:

MyThinACT!

Your ACT! available to you and your team from anywhere in the world over the Internet.

$260 -- 1 User
TEMPLATES:
$195 -- 1 User License
$295 -- 2 User License
More options available

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DOWNLOADS

• Users Manual
• How to restore the MYTHINACT! for Advisors Zip Files
• Screen Shot 1
• Screen Shot 2

OTHER SERVICES:

System Requirements:

• 486 with 16MB RAM (or equivalent MAC) or any of the following: UNIX and LinuxR workstations, web browser-enabled devices, laptops, and other network appliances and/or Thin Clients
• Operating Systems:
  -Windows any version
  -Macintosh any version
  -UNIX any version
  -IBM OS/2 any version
  -Windows CE any version
  -Java any version
  -EPOC any version
  -DOS 16 or 32 bit versions
  Essentially if you have Internet access (high-speed recommended but not necessary) on any computer, you have all you need.

  If you have a firewall, we do also require that you have ports TCP 80, TCP 1494 and UDP 1604 all open. These ports are used for web access and are normally open by default.

Compatible with:

ACT! 8 / 2006

ACT! 9 / 2007

ACT! 10 / 2008

ACT! 11 / 2009

Technical Support
provided by HK Consulting

CONTACT US  1-800-806-5288
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of their respective companies.