| |
ACT4Advisors
Customized ACT! Interface
Act4Advisors is a custom database and design specifically for financial
services professionals that use the ACT! 6.0 software. 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.
Features:
- 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!
- Produces client Stock Quotes from the internet
- Performs one button "Contains" queries on any field without
using ACT!'s advanced query
- Investment Holdings Spreadsheet with database of over 8700 stocks
and over 12,000 mutual funds that updates prices from the web
- 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 Report Generator for Important Dates such as Birthdays,
Anniversaries, Required Distributions, Retirement, Reviews, Insurance
Anniversaries, Crummey Letters, etc.
- Built in Web portal for access to web based accounts and financial
market content
- Vast array of customized reports for asset allocation, assets under
management, referral sources, insurance policies, investment holdings,
balance sheet, accounts, etc.
- 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
- Various templates and layouts for different resolutions and address
preferences
- "Lean" Use of Fields means faster and more optimal use for
searching, sorting, mail merging and maintenance
- Pre-Conversion Program for existing Act4Advisors users and users
of multi-user ACT! databases
- Driving Direction integration is built in
- Mapping integration is built in
- Optional dbCAMS+ Portfolio Management Conversion Program and Interface
-- Enter here for more details
- Compatible with ACT! for Palm OS and ACT! Link for Pocket PC
- Interfaces to optional Laser App Software
- Full telephone support is available ! ! !
Customized Contact,
Client and Office
Management for Financial
Advisors
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.
“The Growing Importance of Contact
Management.”
“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 Article[PDF Format] »
Mangala Jagadeesan
TICKER Magazine -- April 2002
“A middle ground CRM program
that will meet many advisors' needs.”
“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.”
See
the Article [PDF Format] »
“While Cuomo's firm does not track all of its clients' investments
from within ACT4Advisors, she still finds the Security Quote field on
the Investment tab very useful. "A number of clients call from time
to time for stock quotes," she says. "If I enter the stocks
in the Security Quote field, I can obtain quotes right from their contact
record within ACT4Advisors.”
“The primary advantage of ACT4Advisors is that advisors receive
a highly customized version of ACT! at a very affordable price. "ACT!
combined with ACT4Advisors is a bargain," says Michael Dubis, president
of Touchstone Financial, in Madison, Wisc. ”
“It's easy to use," says Dubis. "It's detailed enough
to be just right, but not too detailed that you never want to use it.”
“Cuomo agrees: "It's really powerful, but not difficult.”
“The group of users I spoke with had good things to say about service
and support. Dubis described ACT4Advisor as "very responsive and
patient.”
“With ACT!'s large user base, there's a good chance that some of
your staff is familiar with the program, which means that your training
cost will be minimized. Finding competent temps or virtual work partners
to perform various tasks within ACT! shouldn't prove much of a challenge
either.”
Joel P. Bruckenstein
Morningstar Advisor -- April 2003
Who is Allied Financial Software, Inc.? Since 1993, Allied Financial Software, Inc. (formerly Allied Financial
Services) has been providing software solutions to the financial services
industry.
Our background as Certified Financial Planners®, Registered Investment
Advisors, Registered Representatives and ACT! Certified Consultants has
enabled us to better understand the financial professional's software needs.
Our goal is to help our customers find the right kind of software for the
way they do business.
We have established partnerships with some of the best financial services
software companies to help us deliver the most appropriate products and
services to you.
Developed by:
- ACT! Certified Consultant
- Certified Financial Planner®
- Past Vice President of a large broker dealer
- Series 7 and 24 licensed
- Business Development Consultant for the Financial Services Industry
- Financial Services experience since 1986
Allied Financial Software, Inc. can convert your data including:
- ACT!
- Advisors Assistant
- Bill Good
- Brokers Ally
- Brokers Helper
- dbCAMS+
- EZ Data/CDS
- FDP
- Goldmine
- Junxure
- Maximizer
- Protracker
- Text (ASCII)
- and many more, just call for a quote!
Other Products by Allied Financial Software,
Inc.
Scan and Organize for ACT! -- Connect your ACT! contacts to their associated documents and folders! Scan and manage documents from within the ACT! interface and become paperless. FREE TRIAL
Technical Support Information
Allied
Financial software, Inc.
TOP 
|
|
|
|
|
|
FREE Demo |
|
|
|
|
|
|
|
|
|
|
|
ACT!
Compatibility |
|
|
|
|
|
|
|
For a version compatible with ACT! 8/2006 and newer click here |
|
|
|
System
Requirements |
|
|
|
|
|
|
|
- ACT! 6.0
- Computer/processor: Pentium 350 MHz or higher
- Memory: 128 MB or higher (more memory improves performance)
- Monitor: SVGA or higher resolution (800x600 or greater)
- Installation requirements: Minimum 125 MB of free hard disk
drive space
- Security Quotes requires Windows IE 5.5 or greater with Internet
connection
- Investment Holdings Spreadsheet and Important Dates Report require
Microsoft Excel 97-2002(XP)
|
|
|
|
|
|
|
|
BUY image or call 800-806-5288