Act4Advisors
ACT! Customized for Financial Planners, Investment Advisors and Insurance Professionals. Complete Contact and Client Management for the financial services industry.
Supported Technologies
Palm,
Windows 95/98/ME,
Windows CE,
Windows XP/2000/NT
Software, Web-Based (Browser)
Click on a technology to view similar products within this category.
Pricing
Users (# of seats), Server
$199 to $899
info@software4advisors.com
800.831.7636
Additional Product Information
Act4Advisors is a custom ACT! database and layout template designed specifically for financial services professionals. 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. It includes features such as
* Personal data fields for your client's and prospect's personal information including dates of birth, social security numbers, phone numbers, various address fields, hobbies, clubs, etc.
* Search on securities held
* Track A, B and C clients and track various levels of suspects and prospects.
* Investment screen to manually keep track of client security holdings
* Pull down screens populated with thousands of mutual fund and stock descriptions and symbols
* Asset allocation fields
* Insurance screen allows all types of insurance to be entered, tracked and searched
* Account screen gives immediate access to information that is needed for suitability and the clients new account form
* Web links fields allow linking to the investment account pages of any website
* Goals screen keeps records of the client's goals
* Advisors screens gives you quick lookups of the client's advisors and their phone numbers
* Various reports including Birthday List, Account Info, Insurance, Work Info and more!
* Attach files such as spreadsheets, proposals, Word docs, etc. directly to the contact record for easy and fast access. (This is an ACT! feature.)
* Become a paperless office with optional ACTScan and LaserApp Software.