Programs Aplenty, Part I

Contact Management Programs Company Product Name/Cost Key Features Allied Financial Services 800/831-7636 www.software4advisors.com ACT! 4Advisors $199 single user, $299 two users, $499 three to five users, $899 five to 10 users Provides relationship management solutions Tracks Social Security numbers, dates of birth for family members, account numbers with instant Web access, asset allocation, insurance

Contact Management Programs

Company

Product Name/Cost

Key Features

Allied Financial Services

800/831-7636
www.software4advisors.com

ACT! 4Advisors

$199 single user, $299 two users, $499 three to five users, $899 five to 10 users

Provides relationship management solutions • Tracks Social Security numbers, dates of birth for family members, account numbers with instant Web access, asset allocation, insurance policies, securities holdings with instant access to current prices and account form information

AS&A brokersoft

310/398-0232
www.brokersoft.com

ViewPoint

$399.95, plus $150/year

Provides consolidated client statements, automatic data importing and current valuations • Builds profiles from any group of accounts • Offers data repository, data archive and historical repository reports • Features data portability for local, desktop, laptop or Internet

Bill Good Marketing

801/572-1480, 800/678-1480
www.billgood.com

The Bill Good Marketing System Version 2.0

$9,400 single user, $13,400 two partners, plus $4,000 for additional partners

Functions as a complete marketing and office management system • Offers prospecting and seminar campaigns and letters • Includes BGM University, which is Web-based training in addition to classroom-based instruction • Features fax and e-mail capabilities, a referral-tracking system, job descriptions, hiring questionnaires and confidentiality agreements

E-Z Data

800/777-9188
www.ez-data.com

Client Data System for Windows

$699 single user, plus $360/year;
$1,499 network version, plus $675/year

Provides customizable fields, time-management functions, an automatically updated notepad and a variety of reports • Optional modules for new business activity reports ($199), investments with eight report options ($399), mobile merge for portability ($299), Palm Pilot interface ($99) and transaction download to track portfolios ($399, plus $360/year)

Financial Planning Consultants

513/424-1656, 800/666-1656
www.financialsoftware.com

Text Library System

$795 single user, $1,295 network version

Tracks client mailings • Offers more than 1,000 financial articles and 176 client letters • Includes practice management materials including forms, checklists, fee schedules and operations documents • Optional modules for drip marketing ($600), seminar marketing ($900), compliance ($525), business records ($99) and business planning ($250)

National Datamax

888/673-4180
www.nationaldatamax.com

Client Asset Management

$1,299 single user, plus $250/year;
$1,899 two to five users, plus $400/year

Offers appointment, call-back and “to do” list schedulers • Features presentation-quality graphic reports of portfolio monitoring, asset allocation and client transactions • Includes mail merge, auto-dialer and client notes functions • Tracks commissions • Issues maturity and expiration reports for investment products

North American Software

513/793-2240
www.nasoftware.com

Sales Professional's Helper

$345 desktop version, plus $72/year (optional); browser version more

Serves as the contact management component of a four-tier portfolio management system • Functions as a personal productivity and target marketing workstation • Offers schedule and document management • Includes auto-dialing and e-mail support • Browser-based version available

Scherrer Resources

215/542-5710
www.brokersally.com

Broker's Ally

$395 Standard Level, plus $150/year; Gold Level and Portfolio Management Levels more

Standard Level tracks clients, prospect and leads • Gold Level offers a sales planner and tracking system, more than 100 sales scripts and 20 prospecting letters • Portfolio Management Level adds customizable portfolio reports

Springwater Software

315/431-9868
www.springwatersoftware.com

Peak 98

$395, plus $120/year;
$65 additional users

Functions as a client contact and portfolio management system • Can automatically call a client, print a letter and send an e-mail • Includes portfolio reports with pie chars, internal rate of return, position, basis and realized gains • Downloads data automatically

Sungard Insurance Systems

800/337-2677
www.insurance.sungard.com

Contact Partner

10-user minimum —
$1,995 first user, plus $400/year;
$995 additional users, plus $200/year

Offers client and contact management for insurance and financial services • Features built-in calendar links, 80 customized reports and letters, customizable fields and screens • Includes life insurance policy management and tracking, electronic downloading of mutual funds, and historical pricing

More ...

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