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| Act4Advisors 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 Advisors Assistant Client Marketing Systems, Inc. 880 Price Street Pismo Beach, CA 93449 Phone: (925) 299-7782 Email: cms@climark.com Website: www.climark.com The Client Management System that helps you increase sales and run your office at peak efficiency. Client Marketing Systems, Inc. has been the leader in client management software and investment management software since 1985. Advisors Assistant® is specifically written for registered reps, financial planners, insurance professionals, and entire offices or agencies. It combines client tracking, investment tracking, insurance tracking and contact management to help you increase sales and streamline your office. Top Bill Good Marketing System 12393 Gateway Park Pl Ste 600 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 Brokers*Act! MJB Software Website: www.brokersact.com Brokers*ACT!, a customized database and layout template, was specifically designed to help stock brokers and other investment professionals remain focused in their quest to offer value added financial and investment services to their clientele. Investment professionals that use the widely acclaimed ACT! software know the organization and advantages it brings to their financial practice. Top Brokers Ally 275 Commerce Drive 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 Broker's Helper North American Software Phone: (513) 241-4257 Email: support@nasoftware.com Website: www.nasoftware.com Broker's Helper Basic unites customer relationship management and portfolio management, converting your financial services office from a barge into a speedboat. Access all client records quickly and easily while you're on the phone - spouses' names, full account information, asset allocation, contact history, datebook scheduling, and much more are visible from a single, easy-to-read screen. Who is it for? Many Broker's Helper Basic users are younger brokers starting to build their client bases. The software's tools for sales and marketing put the broker on the fast track to attracting new clients, by enabling him or her to process new prospects quickly and effectively. Top Client Dynamics 100 Pacifica, Suite 420 Irvine, CA 92618-7448 Phone: (949) 679-3640 Email: sales@clientdynamics.com Website: www.clientdynamics.com The Client Management (CM) software platform allows sales professionals to easily and efficiently manage personalized communication with their entire client and prospect base. Unlike traditional Client Relationship Management (CRM) systems, Client Dynamics dynamically prompts the sales professional with personalized, focused reasons to engage clients. The product continually gathers, centralizes and organizes all of the external breaking news, internal client information (such as holdings, etc.), and specific product information that is meaningful and relevant for each specific client. This information is delivered in a customized interface that is designed to work within your existing CRM system, or as a stand alone solution. Top CONTAC Sage Pro B & I Computer Consultants, Inc. 259 Congressional Lane #219 Rockville, MD 20852 Phone: (301) 537-4754 Email: sales@bandisoftware.com Website: www.bandisoftware.com The full featured, easy to use, contact management system for financial sales professionals. Increases your client service by instantly displaying client appointments, notes, remarks, family information, insurance policies, and investments. Increases your productivity by tracking appointments, automatically reminding you of upcoming marketing activities, and fully synchronizing with your Laptop and PDA. Improves your closing ratio by tracking clients though the underwriting or acquisition process. Gives you insight into your production through commission and premium reports. Improves your sales office productivity through full network support, support for multiple producers, multi-level password protection, and automatic system backups. Works with Microsoft Office to create emails, form letters, and custom reports. Top E-Z Data 918 East Green Street Pasadena, California 91106 Phone: (800) 777-9188 Email: support@ez-data.com Website: www.ez-data.com SmartOffice® for Practice Management is the choice of top producers. It allows advisors to develop that trusted relationship with each of their clients through consistent marketing outreach, personalized solutions, and responsive customer service. Able to help them uncover the 'A' prospects hidden in the list of 'C' accounts, SmartOffice helps accelerate the speed of everything from new business processing, to portfolio management, to compliance and commissions tracking, giving you more time to help support an expanding 'A' list. Top Grendel Big Brain Works, LLC. 140 West Gay St, Suite 300 West Chester, PA 19380 Phone: 888-824-4477 Email: info@grendelonline.com Website: www.grendelonline.com Grendel is a sophisticated online solution designed specifically for financial advisors. It integrates all the tools a practice needs to stay ahead of the curve in one easy to use package. With Grendel, advisors have access to unlimited account aggregation, an advanced CRM, a compliant paperless office solution, client portal, and practice management tools. Control you monsters with Grendel and increase compliance, reduce costs, and generate more revenue! Grendel also has a supervisory module available for broker/dealers. This allows the b/d to remotely audit their advisors, unify compliance management, manage retention policies, maintain comprehensive records, access all advisor files instantly, and more. Grendel even automates many of these functions and proactively notifies the supervisor of potential issues. Top INSCOMM Phone: (800) 467-2666 Email: don.kuk@inscomm.com Website: www.inscomm.com INSCOMM Software Inc. developed and markets an "industry specific" database software program for Registered Representatives, Financial Planners, Insurance Agents, Agencies and Broker/Dealers. From back-office portfolio management and internet download of securities data to a superior contact management and marketing component, INSCOMM's umbrella of features spans the breadth of work typically done by several separate software programs which you may be using today. Top Investigo Investigo Corporation 7241 Ohms Lane, Suite 240 Edina, Minnesota 55439 Phone: 952) 920-1441 Email: info@investigo.net Website: www.investigo.net Investigo is a web-based service for Independent, Bank, and Insurance-based Broker/Dealers and Financial Advisors. Investigo stores all trade activity, indefinitely, for both brokerage business and direct business. Investigo creates NASD-compliant ledgers for your trades, correspondence, accounts, everything. Investigo streamlines the process of communicating with clients and delivering value to them. Investigo works closely with firm compliance to ensure that Investigo blotters, reports, and client information is completely current with the latest NASD and SEC regulations. Top
Top Junxure-i P.O. Box 30607 Palm Beach Gardens, FL, 33420-0607 Phone: (866) 276-8665 Email: sales@GoWithCrm.com Website: www.junxurei.com Junxure-i is a powerful office management and automation system that organizes your client and prospect information, then lets you take action on it. Created by a Financial Planner and Investment Manager, Junxure-i is specifically designed to meet the needs of your financial services office. Junxure-i combines client management features with workflow automation functions to enhance the efficiency of your office. Everyone in your office will be amazed at how easy Junxure-i is to use. Top MaxPro Systems 1800 Pembrook Dr., Suite 300 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 Mountech Software P.O. Box 1018 Livingston, MT 59047 Phone: (888) 668-6832 Email: sales@mountech.com Website: www.mountech.com Employing technology like WealthSpring offers enhanced functionality, providing professionals with a greater ability to analyze customer data through centralized look-up and enhanced communication between agents and clientele and, therefore, may provide the ability to increase customer service levels. By utilizing current technology to its fullest capacity, professional sales representatives can reap many benefits, including significantly raising their levels of customer service to offer a notable competitive advantage. Top Our Business Online Redtail Technology 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 PortfolioCenter Relationship Manager™ Schwab Performance Technologies Two Hannover Square, 13th Floor 434 Fayetteville Street Mall Raleigh, NC 27601 Phone: (919) 743-5000 Email: PT-sales@schwabpt.com Website: www.schwabpt.com Relationship Manager is a comprehensive contact management and office workflow automation system designed specifically for independent investment advisors and wealth managers. When integrated with PortfolioCenter™, it centralizes client information so you can offer customized client communications and services that not only enrich customer relationships but also distinguish your firm from the competition. Schwab Performance Technologies is the leading provider of portfolio management systems to independent investment advisors working with Schwab Institutional. We leverage the technology and deep industry expertise across the Charles Schwab organization to deliver solutions designed to help advisors increase firm productivity and provide high quality, efficient service to their clients. Top ProTracker Advantage ProTracker Software, Inc. 6 Merrill Drive Hampton, NH 03842 Phone: (603) 926-8085 Email: sales@protracker.com Website: www.protracker.com Our flagship product is ProTracker Advantage (PTA), a Client-Centric Contact Management System specifically designed for financial advisors. Setting the standard for comprehensive client relationship management software, ProTracker Advantage manages clients, prospects, contacts and employees for busy professional offices. The system organizes client data by tracking client goals and objectives, assets and liabilities, net worth, estate planning issues, insurance policies, and retirement contributions. It also manages and coordinates office workflow, facilitates regulatory compliance issues and minimizes the administrative time spent on mailing labels, newsletters, holiday cards and many other tasks. ProTracker Advantage exports data to personal digital assistants and imports portfolio values and money balances from most portfolio management programs. The RMD Wizards assists in calculating Required Minimum Distributions. Top Sales Explosion 23822 Valencia Blvd., Suite 305-D Valencia CA 91355 Phone: (661) 799-9611 Email: sales@salesexplosion.com Website: www.salesexplosion.com Sales Explosion is a customer relationship management system for agencies, agents and financial planners. Sales Explosion - Agent/Broker Edition has been engineered to address the business needs of Agents, Brokers, and Financial Planners via its easy-to-use and intuitive User Interface. It was built to give you the flexibility you need to run your business in a manner suiting your own specific requirements. Unlike competing products, which cost an arm-and-a-leg and offer you a limited feature set, Sales Explosion offers a complete range of business-building functionality in one integrated database system - at an affordable price. Top Text Library System 2507 N. Verity Pkwy. Middletown, OH 45042-0430 Phone: (800) 666-1656 Email: sales@financialsoftware.com Website: www.financialsoftware.com The Text Library System (TLS) is a complete Client Relationship Management system. It is designed to carry you from your first reference to a prospect, through the introduction and planning process, to the continued relationship thereafter. The system includes over 5,000 pages of text designed to "streamline" the planning process. Includes 276 letters for correspondence, 80 service letters, agendas and interview notes, over 1,000 text articles, client objectives, assumptions and attitudes, a master implementation checklist and a practice management and due diligence guide.
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