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Act 4 Advisors
Act4Advisors is a customized ACT! database and design for financial
professionals that use the ACT! software. It includes a fully
customized interface to accommodate client and family data, insurance
policies, accounts, suitability data and more. It also includes
features allowing scanning and file management, required minimum date
calculation, birthday, anniversary and insurance anniversary reports
and optional interfaces to Laser App, QuikForms, dbCAMS+ and IncomeMax.
Act Contact Management Software
The #1 best-selling contact management solution ù used by millions and
praised by experts around the world.
Goldmine
FrontRange Solutions Inc., founded in 1989, develops software and
solutions that allow organizations to deliver extraordinary Customer
Management using world-class Service and Support, Sales and Marketing,
Contact Management technology.
Financial Planning Consultants, Inc.
An interesting website.
Protracker Systems
The system organizes client data by tracking client goals and
objectives, client net worth, estate planning issues, insurance
policies, retirement contributions, prospect and client notes,
employee tasks, tax-deferred beneficiaries and client tax information.
The program facilitates regulatory compliance issues and minimizes the
administrative time spent on mailing labels, newsletters, holidays
cards and many other chores.
1 To 1 Marketing
Peppers and Rogers Group is a management consulting firm recognized as
the world's leading authority on customer-based business strategy.
Maxprosystems
CyberBroker 6.0 - A total organization of ACT! designed exclusively
for Financial Advisors with the addition of over 300 fields to the
standard ACT database; plus letter templates, documents, and layouts
for small and large monitors
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