ACT! has been designed specifically for relationship driven professionals just like you. ACT! connects you with your clients and once set up will help you collate and maximise on their basic key information in a way that will earn you money.
At The Adviser Partnership we have tailored ACT! so that it meets the needs of the busy financial adviser - we call it Act! for financial advisers.
Here are just some of the benefits to financial advisers that use ACT!:
Information Capture - The ability to capture key information on your prospective and existing clients, business contacts and industry providers.
Easy Contact - Keeping in contact with your clients, prospects and contacts on a regular basis is key! You can create and print letters, run marketing campaigns, and organise direct-mail and email shots with ease.
File Store - All your key documents can be stored and viewed within the client record card for easy reference and retrieval.
Activity Scheduler - Automatic diary systems, task lists and key date reminders will allow you to capture call backs and activities so that the back office process runs smoothly; you will never need to worry about missing a potential business opportunity again!
Activity and History Tracker - Letters, emails, and file notes can be stored against each client record card. This tool is invaluable to advisers as it helps you with the overall management of the client history.
Business Tracker - Whether you are fee based, commission based or both the Business Tracker allows you to monitor your business pipeline effectively, and provides an overview of what business is being generated and by whom.
Report Generator - The database is an invaluable source of key management information.
Accounting Link - Act! can be integrated with many of the market leading Accounting systems including Sage and QuickBooks.
Document Management Link - The Financial Services industry is drowning in paper. Thankfully there are scanning solutions on the market that will integrate seamlessly with ACT!.
We handle the total implementation process including:
■ Needs analysis, system design and build
■ Data transfer and migration
■ Technical installation
■ After sales support
It is important that any systems we implement are right for your business now and in the future. With our extensive knowledge of the Financial Services Industry, we are able to offer a unique design service tailored to meet your needs.
Our aim is to give you the look and the feel you want whist ensuring that the database maintains its key functionality that will support and help drive your business forward.
A client management system will transform your business. We are the client management system experts for financial advisers so why not give us a call and find out how your business can benefit today.
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