I already use ACT! but why should I consider Act4Advisors?Ī. Keep in constant contact with your best clients and prospects.Ĭontact Management Systems will help you better organize your current system of managing contact/relationships helping your business grow and flourish. Keep a history of every meeting, call, letter, email and task you have completed for the contact.Īttach any electronic document to the contact for easy retrieval.ĭelegate a task to your assistant to send a welcome package to a new client and find out if and when it was sent. Send out a disclosure letter to a new prospect.Įnter a time stamped note about a concern the client has regarding a particular type of investment. Remind yourself to call a special client on his birthday. Without easy and fast access to client and prospect data, an advisor may lose critical information eventually costing the advisor a lost sale, a lost client or a lost career.ĪCT! combined with the Act4Advisors add-on helps you manage relationships by managing data and processes. Most advisors are inundated with data and they must be able retain and access information quickly and easily. Contact management systems organize time and client data. Why should I consider a contact management system?Ī. Act4Advisors eliminates the time needed to customize the ACT! database. (AFS), Act4Advisors is a customized ACT! database, layouts, reports, queries and other plugin files designed specifically for financial services professionals who use the ACT! software. Created by Allied Financial Software, Inc. What is the Act4Advisors Addon for ACT!?Ī.
Helps Manage Client Documents by automatically navigating to the client's folder on a network or local PC from within ACT! (Basic Bundle Version).Scanning Feature to scan documents directly into the client folder (Basic Bundle Version) "Lean" use of fields means faster and more optimal searching, sorting, mail merging and maintenance.Built in letters for marketing and client service.New Business and Delivery, Seminar Planning and more.
Built in automation for Workflow including Activity Series for Drip Marketing, ACAT's, Insurance.Tracks Employee Benefits and Qualified Plans.
Custom reports for Birthdays, Anniversaries and other important dates.Manages Preferred Mail Address for easy mail merging, labels and envelopes.
Add’s custom lookups and automatic group membership.Auto-fills the Spouse Last Name and Salutation.Calculates the Required Distribution Date from the Date of Birth entry.