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Allied Financial Software, Inc. 11800 Northfall LN Suite 1404 Alpharetta, GA 30004 Phone: (770) 475-0495 Email: sales@software4advisors.com Website: www.software4advisors.com 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. 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. Top
Draper, Utah 84020 Phone: (801) 572-1480 Email: sales@billgood.com Website: www.billgood.com The Bill Good Marketing System is a computer-based, client marketing, prospecting and office management system. It includes a wealth of letters, campaigns, training material, job descriptions and more, all developed and refined over a 17-year period. Top
Fort Washington, PA 19034 Phone: (215) 542-5710 Email: sales@BrokersAlly.com Website: www.BrokersAlly.com Broker's Ally is a powerful marketing tool that helps financial consultants open new accounts, gather assets, do trades and manage the financial details of customer relationships. The application provides unlimited flexibility in record management. Detailed and accurate information is available instantaneously to better serve client, prospect and clerical or managerial needs. Broker's Ally gives you the power you need to quickly execute your best sales and marketing strategies. Put the power of Broker's Ally on your computer and watch your business grow. Top
2112 Jetstream Road, London, Ontario N5V 3P6 Phone: (800) 420-8815 Email: cputracker@cpumanagement.com Website: www.cpumanagement.com Our standard software has been specifically designed for the insurance industry as a solution to your client contact management. CPU Tracker enables you to manage all of your client data. This means that you have instant access to all client data, prospect data, policies and commissions earned. The Sales, Marketing and Client Management System provides you with a multi-company, multi-product solution offering the most user-friendly operation on today's market. Top
Email: crm4advisors@rogers.com Website: www.crm4advisors.ca CRM4Advisors is a client relationship management system, specifically designed for financial advisors in Canada. It is a custom data database designed to work with Act! 2000 now (Act! 5.0) and was developed over a period of six 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. Client Profile Act! Software is known worldwide as the premium contact management and relationship management for small business. With over 4 million users and 12 thousand corporate accounts it has consistently ranked number one in the World and it’s noted for it’s easy of use and powerful features. But ACT! "out of the box” includes only the basic fields and layouts designed for generic use. Act! is of course fully customizable but do you as advisors have the time or expertise to customize your Act! Database for your specific needs? CRM4Advisors lets you take advantage of the full potential of this program. Top
620 Harper Place Waterloo, Ontario, Canada N2K 3N9 Phone: (519) 747-2370 sales@chaffemalcolm.com www.chaffemalcolm.com Investment Gold is an add-on to GoldMine, the award-winning contact management system for workgroups. Investment Gold transforms GoldMine into a powerful and comprehensive client care system designed to meet the specific needs of a successful wealth management practice. Investment Gold consists of three components: (1) a comprehensive suite of wealth management customizations to GoldMine Investment Gold Tools, (2) software that performs a number of tasks that would be complex and/or time consuming to perform directly in GoldMine Investment Gold Bridge, (3) software that copies client information exported from a number of leading back-office systems into our customized version of GoldMine. Top
Orlando, FL 32810 Phone: (407) 324-9010 Email: info@maxprosystems.com Website: www.maxprosystems.com CyberBroker 6.0 - The Perfect Customization of ACT! CyberBroker and ACT! team-up to form the most powerful marketing system on the planet for Investment Professionals. Over 300 fields added to the standard ACT database, Letter Templates, Documents, and Layouts for small and large monitors. The highest producers in the business rely on it. Many of these are converts from other programs, such as Brokers Ally, Goldmine, Sharkware, EZ Data, and the highly acclaimed Bill Good-Gorilla Marketing System. Top
Phone: (800) 206-5030 Email: info@redtailtechnology.com Website: www.redtailtechnology.com Redtail Technology delivers web-based Client Relationship Management (CRM) solutions for the Financial Advisor called Our Business Online. This is not your typical off-the-shelf CRM solution, rather one designed from the ground up to meet the challenging needs of financial advisors. Unlike traditional CRM solutions, Our Business Online, is easy to use, quick to deploy and delivers a rapid return on investment. Because Our Business Online is delivered as a subscription service, financial advisors are able to focus on growing their business instead of managing software technology. Top 45 Robots Inc. Suite 302-788 Beatty Street Vancouver, BC. Canada V6B 2M1 Website: http://45robots.com/ Simple to use, web-based software for solo advisors and small practice groups. Designed to manage your contacts, tasks, client files and compliance needs while facilitating online collaboration between your team, suppliers and clients. No long-term contracts. No set-up fees. Helpful Support. Work from anywhere. 30-day free trial.
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