Contact Management Software
Contact Management software will enable you to manage all client and prospect communications and interactions. The AdvisorTek vendor directory has Contact Management providers to help you manage client relationships to ensure long-term success as your practice grows.
More Contact Management Resources >
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.
Advisors Assistant
Client Marketing Systems, Inc.
880 Price Street
Pismo Beach, CA 93449
Phone: (800) 799-4267
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.
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.
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.
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.
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.
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.
CRM4Advisors
Phone: (613) 878-8095
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.
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.
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.
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.
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.
Investment Gold
Chaffe/Malcolm + Partners Inc.
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.
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.
Maximizer CRM
Vancouver, BC, Canada
Phone: (800) 804-6299
Website: www.maximizer.com
As a pioneer and leader in CRM software, Maximizer CRM enables you to do more with less, providing a central hub with instant access to the entire history of every customer or prospect – whether accessing through a mobile device, online, or in the office. It integrates with business tools you already use, including Microsoft Outlook®, Exchange® and Office, and popular accounting software. Maximizer CRM can be easily configured to meet the specific needs of your business and enables managers and executives to gain insight into the performance of the business through dashboards and reports. Learn how Maximizer CRM will help you attract more prospects, win new customers, and increase repeat business.
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.
Morningstar Office
Website: http://global.morningstar.com/office
Phone: (888) 235-0828
Morningstar OfficeSM is Morningstar’s most complete practice management system. It features robust performance reporting and portfolio accounting, advanced research on more than 250,000 securities, sophisticated investment planning, batch reporting, and complete customer relationship management tools.
Designed for independent-minded advisors, it’s an all-inclusive platform that provides nearly everything you need to manage and grow your business. All in a single, reliable Web-based platform. It’s optimized to maximize your efficiency and–via the new Client Web Portal and Document Vault–facilitate easy communication with your clients.
Best of all, because Morningstar Office is backed by one the industry’s most complete and extensive securities databases, you won’t have to spend time reclassifying holdings when you import client data from your custodian or broker dealer. With Morningstar Office you get the best of both worlds — accurate performance reporting and the Morningstar analytics your clients know and understand.
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.
Practice Builder Financial
Financial Planning Consultants
2507 N. Verity Pkwy.
Middletown, OH 45042-0430
Phone: (800) 666-1656
Email: sales@financialsoftware.com
Website: www.financialsoftware.com
Practice Builder Financial is a complete CRM system. It is designed to carry you from your first reference to a prospect, through the introduction and planning process, to a permanent, continued relationship thereafter. You might already use Act or Outlook. The difference is that Practice Builder as a software tool customized for financial professionals. A fully interrelated data base stores extensive information on your clients and prospects: all contact data, personal profile, preferences, spouse, children, professional advisors, third party vendors, institutions, account values and more.
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.
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.
Smarsh, Inc.
921 SW Washington Street. Suite 540
Portland, OR 97205
Phone: (866) 762-7741
Email: sales@smarsh.com
Website: www.smarshcrm.com
smarshCRM is a client-centered total workflow solution that will make your firm more efficient and productive by automating and streamlining processes, systemizing customer contact and strengthening relationships. The platform is Web-based, offering users secure anywhere, anytime access to vital client data. Designed by financial advisors, for financial advisors, smarshCRM features robust and powerful functionality coupled with drag-and-drop simplicity for the end-user. The entire application is customizable to suit the specific needs of each advisor and to leverage every data point for enhanced client and prospect relationships.
