|
|
|
|
 |
Personal
800x600
Full Screen Example | 1024x768
Full Screen Example (Click on link to enlarge)
Track
personal information such as family members, dates of birth, calculate
ages, family financials, clubs and affiliations and more. Easy access
to contact dates such as "Last Reached."
| The
Perferred Mailing Address feature automatically inserts the
desired address into your letter template. |
Contact Management Software CRM for Financial Planners, Investment Advisors, and Insurance Professionals |
|
Act4Advisors
Features:
|
| »
Fully
Customized with various data fields specific to a financial
services office |
»
Manages Mailing Addresses
Enter
Here »
|
»
Calculates Ages individually and globally
Enter Here » |
»
Auto-fills the Spouse
Last Name
Enter
Here » |
»
Built in Best Practices Activity Series for Drip Marketing,
ACAT's, Insurance New Business, Seminar Planning
Enter
Here »
|
»
Built in Integration with Laser App for
forms generation
Enter Here »
|
»
Optional dbCAMS conversion program
and interface
Enter
Here » |
»
Allied Financial Software, Inc. can convert your
other data
Enter Here » |
|
|
|
