Brokers*ACT!
Brokers*ACT! CRM for ACT! 6.0 is Created by Finanical Advisors for Financial Advisors. Brokers*ACT offers you everything you need to enter and track Client data, record every interaction, create mass mailings, e-mails and reports with ease!
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Supported Technologies
Windows 95/98/ME,
Windows XP/2000/NT
Software, Web-Based (Browser)
Click on a technology to view similar products within this category.
Pricing
Users (# of seats)
199.99 to 849.99
support@brokersact.com
559/805/3057
Additional Product Information
Financial Advisors - Brokers*ACT! 6.0 for ACT!6.0
function open1(){
URL = "http://www.brokersact.com/pages/1.htm?id=26604&st=3&ro=yes"
winHandle = window.open(URL, "paymentWin", "alwaysRaised=yes,dependent=yes,directories=no,height=600,width=800,hotkeys=no,location=no,resizable=no,screenX=5,screenY=2,scrollbars=yes,status=no,titlebar=yes,toolbar=no")
winHandle.focus();
}
function open2(){
URL = "http://www.brokersact.com/pages/2.htm?id=26604&st=3&ro=yes"
winHandle = window.open(URL, "paymentWin", "alwaysRaised=yes,dependent=yes,directories=no,height=600,width=800,hotkeys=no,location=no,resizable=no,screenX=5,screenY=2,scrollbars=yes,status=no,titlebar=yes,toolbar=no")
winHandle.focus();
}
function open3(){
URL = "http://www.brokersact.com/pages/3.htm?id=26604&st=3&ro=yes"
winHandle = window.open(URL, "paymentWin", "alwaysRaised=yes,dependent=yes,directories=no,height=600,width=800,hotkeys=no,location=no,resizable=no,screenX=5,screenY=2,scrollbars=yes,status=no,titlebar=yes,toolbar=no")
winHandle.focus();
}
function open4(){
URL = "http://www.brokersact.com/pages/4.htm?id=26604&st=3&ro=yes"
winHandle = window.open(URL, "paymentWin", "alwaysRaised=yes,dependent=yes,directories=no,height=600,width=800,hotkeys=no,location=no,resizable=no,screenX=5,screenY=2,scrollbars=yes,status=no,titlebar=yes,toolbar=no")
winHandle.focus();
}
function open5(){
URL = "http://www.brokersact.com/pages/5.htm?id=26604&st=3&ro=yes"
winHandle = window.open(URL, "paymentWin", "alwaysRaised=yes,dependent=yes,directories=no,height=600,width=800,hotkeys=no,location=no,resizable=no,screenX=5,screenY=2,scrollbars=yes,status=no,titlebar=yes,toolbar=no")
winHandle.focus();
}
function open6(){
URL = "http://www.brokersact.com/pages/6.htm?id=26604&st=3&ro=yes"
winHandle = window.open(URL, "paymentWin", "alwaysRaised=yes,dependent=yes,directories=no,height=600,width=800,hotkeys=no,location=no,resizable=no,screenX=5,screenY=2,scrollbars=yes,status=no,titlebar=yes,toolbar=no")
winHandle.focus();
}
function open7(){
URL = "http://www.brokersact.com/pages/7.htm?id=26604&st=3&ro=yes"
winHandle = window.open(URL, "paymentWin", "alwaysRaised=yes,dependent=yes,directories=no,height=600,width=800,hotkeys=no,location=no,resizable=no,screenX=5,screenY=2,scrollbars=yes,status=no,titlebar=yes,toolbar=no")
winHandle.focus();
}
function open8(){
URL = "http://www.brokersact.com/pages/8.htm?id=26604&st=3&ro=yes"
winHandle = window.open(URL, "paymentWin", "alwaysRaised=yes,dependent=yes,directories=no,height=600,width=800,hotkeys=no,location=no,resizable=no,screenX=5,screenY=2,scrollbars=yes,status=no,titlebar=yes,toolbar=no")
winHandle.focus();
}
function open9(){
URL = "http://www.brokersact.com/pages/9.htm?id=26604&st=3&ro=yes"
winHandle = window.open(URL, "paymentWin", "alwaysRaised=yes,dependent=yes,directories=no,height=600,width=800,hotkeys=no,location=no,resizable=no,screenX=5,screenY=2,scrollbars=yes,status=no,titlebar=yes,toolbar=no")
winHandle.focus();
}
function open10(){
URL = "http://www.brokersact.com/pages/10.htm?id=26604&st=3&ro=yes"
winHandle = window.open(URL, "paymentWin", "alwaysRaised=yes,dependent=yes,directories=no,height=600,width=800,hotkeys=no,location=no,resizable=no,screenX=5,screenY=2,scrollbars=yes,status=no,titlebar=yes,toolbar=no")
winHandle.focus();
}
function open11(){
URL = "http://www.brokersact.com/pages/11.htm?id=26604&st=3&ro=yes"
winHandle = window.open(URL, "paymentWin", "alwaysRaised=yes,dependent=yes,directories=no,height=600,width=800,hotkeys=no,location=no,resizable=no,screenX=5,screenY=2,scrollbars=yes,status=no,titlebar=yes,toolbar=no")
winHandle.focus();
}
function open12(){
URL = "http://www.brokersact.com/pages/12.htm?id=26604&st=3&ro=yes"
winHandle = window.open(URL, "paymentWin", "alwaysRaised=yes,dependent=yes,directories=no,height=600,width=800,hotkeys=no,location=no,resizable=no,screenX=5,screenY=2,scrollbars=yes,status=no,titlebar=yes,toolbar=no")
winHandle.focus();
}
Brokers*ACT
offers you everything you need to enter and track Client data, record every
interaction, create mass mailings, e-mails and reports with ease! No
other ACT! Add-on for the Financial Advisor offers so much.
Why do the creators of Brokers*ACT
know exactly what you need?
Because it was developed by real live Financial
Advisors who use the product every day at a major Brokerage Firm. I can
personally vouch for this as my husband is one of them!
What are the Value Added Benefits of
Choosing Brokers*ACT over the competition?
Not only are there well constructed fields for
just about everything you can think of, but Brokers*ACT includes the
letter templates my husband and his team use on a daily basis as
well as the campaigns they put together using Brokers*ACT. These are
constantly being added and updated.
Brokers*ACT comes equipped with the first series
of templates that were successfully used when he began converting his 130
Million Dollar Book in 1999 from a commission-based
business into a fee-based practice. With Brokers*ACT!, he is able to
properly and efficiently manage his relationships. Are you
efficiently managing yours?
You get good stuff right from the source.
We don't include it in Brokers*ACT unless it's proven to work in the Real
World!
Who has verified that Brokers*ACT
does indeed meet the needs of today's Financial Advisor?
Well, for starters, my father-in-law Steve
Babagian, that's who! Steve recently retired 2 years ago and has
been instrumental in guiding my husband in his practice. A 30 year
veteran in the business, Branch Manager for Dean Witter for nearly 28 years
and a Regional Vice President, he knows a bit about your business and what you
need to succeed. He also knows it is ORGANIZATION
that the Advisor needs to maintain his or her level of competition.
Steve and Peter still refine the business model on an ongoing basis. And
because of my close ties, I can pass this along to you.
Now, tell
me that you can find that kind of VALUE
in any other Add-on!
Are you ready to see the updated screen shots...
Well, get to it. As you view each screen, please keep in mind that even
the best written description can't do them justice.
Please
click on the images to view the pages in a new window (live internet
connection required)
In addition to the standard ACT! screens, included in Brokers*ACT! are the
following
Contact
Information
Account & Revenue
Information
Asset Allocation &
Rebalancing
Client Suitability
Monthly Drip &
Blitz Campaigns
Family Relations
Financial Goals
& Road Map
NEW Qualified Pensions
NEW Insurance Coverage
NEW Deferred Products
NEW Estate Planning
Other Advisors Information
Actual
BrokersACT Live NetResources page
NEW
Online Resources
You may be asking
yourself, if ACT! is so good by itself, why do you need to purchase an AddOn?
That should be obvious in that ACT! as designed was meant as a general sales
contact management database system. Brokers*ACT is a RELATIONSHIP
MANAGEMENT SYSTEM! That is the difference.
Sure it is possible to develop your own
customized ACT! but that takes time and expertise. While some Advisors may
have some expertise, most do NOT HAVE the time! For less than $200.00 for
a single user (plus the cost of ACT!6.0), you can essentially have an instant
industry specific semi-customized version of ACT! In the case of
Brokers*ACT!, you have a time tested and proves relationship management system.
Do you know that hours upon hours were put into
creating just one of the customized screens included in Brokers*ACT? Not
to mention the formulas and calculations as well as all the reports and
templates. Do you have thousands of dollars to pay an ACT Certified
Consultant to develop your own customized version of ACT!? Save your
money. The answer is right here, and for less than $200.00!
f you can answer this simple question,
you will have your answer as to what ACT! AddOn you should invest
in.
Do you want to trust a
person or company, who is in the business to sell software, to create
the perfect Client Relationship Management AddOn for ACT or would you
rather rely on the guidance and expertise of real in production Top
Branch Producing Financial Advisors for knowing what you really need to
manage your Client Relationships.
I think you know the answer.. so Order
Now
P.S. If you
currently have ACT! 6.0 and you would like to see exactly what our
screens would look like on your computer, download the Brokers*ACT Screen
Demo. This will
automatically install the layout demo in the appropriate folder of your
existing ACT! program. After installation, look in your Layout
choices for the demo.
If you don't have ACT
yet, but would still like to see our screens, go download the 30-day
Free trial of ACT! 6.0 then download the Brokers*ACT Screen
Demo.
About Me
My name is MaryJo and I am the wife of a Top Branch producer at a major
Brokerage firm. My husband and his team have been using ACT! since
2.0 was released many years ago. As my husband spent the last two
years in front of the computer at home when he wasn't at the office, I
became what is commonly known as a "computer widow". This
concerned me so I inquired as to what he was doing each late night in
front of the computer. When he revealed that he was re-designing ACT
to become more applicable to his needs, this gave me the idea!
I knew that if he had to spend the better of two years customizing
this, that others are having the same frustrating situation with regard to
ACT and its simple generic sales oriented layout. My brainstorm
became Brokers*ACT! and now you can save many countless hours not
having to reinvent the wheel. No need to make your spouse a
"computer widow/er" or spend thousand of dollars paying someone
to customize ACT! for you. For less than $200.00, you can have a
virtually customized ACT database designed to make your business more
efficient and profitable. Now that is real value.
About The Brokers who
Created Brokers*ACT!
Since 1968, we have worked with a Major National Wire House Firm
providing financial services to our clients. Earning such designations as
Retirement Planning Specialists, Vice President, Registered Investment
Advisors, Branch Manager, First Regional Vice President and Registered
Representatives all have truly enabled us to better understand the
investment professional's business and client contact database needs. It
is our goal to share our knowledge and expertise with other investment
professionals in order to enhance the overall trust and professionalism of
our industry.
With our 30+ years experience in the financial services industry,
successful transition from commissioned brokers to Fee Based Value Added
Investment Planning Professionals, and over 2 years in development,
Brokers*ACT! brings you the most comprehensive and effective database and
layout template to date.