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Dec 29, 2009 12:53 am

Anybody using this who's independent or an RIA?

Jan 13, 2010 12:07 pm

no, I use Act! for now and it works great. one free alternative is SugarCRM. It is web based, and is pretty powerful. being opensource, has alot of support.

Jan 13, 2010 10:04 pm

Do you use ACT!, ACT! Premium, or ACT! for Financial Professional?  Do you have a sales assistant/admin and, if so, does that person have it also?  In other words, can you/do you use it to task items for them to take care of?

Jan 15, 2010 7:22 am

I previously used SalesForce -- I liked it but I felt it wasn't quite perfect for Investment Advisors.  RedTail seems Great (especially for the value in the other Non-CRM things they do) and I've heard good things about Advisors Assistant too.

Jan 15, 2010 7:58 am

I tested Salesforce, Redtail and Upswing. I'm a former IT-er, and click management is an important thing to me. I don't need to give a system multiple commands to get something done.



Upswing makes a claim that they require fewer keystrokes and I'll be darned if that isn't the case. Significantly less, and to me that's a key consideration in user comfort. Depends on what you value.

Jan 15, 2010 1:25 pm

Never heard of upswing. Looks interesting. Does it have a separate area to store firm compliance files like Redtail's Imaging? Also, can it host email.

I've been using Redtail for three years and I am getting bored with it.


Jan 15, 2010 8:22 pm
CALI123:

Never heard of upswing. Looks interesting. Does it have a separate area to store firm compliance files like Redtail's Imaging? Also, can it host email.

I've been using Redtail for three years and I am getting bored with it.





I used it for a while and thought redtail was a little inflexible and insurance oriented.
Jan 16, 2010 2:50 pm
CALI123:

Never heard of upswing. Looks interesting. Does it have a separate area to store firm compliance files like Redtail's Imaging? Also, can it host email.

 
Separate area for docs? Yes, with versioning capable and assignable to accounts with footnotes (you need to save the doc first to your desktop - then to the application). Host email? No.
 
Favorite features: creating workflows, cost (for smaller shops), integrates nicely with MGP/Laser/Albridge, and like I said, fewest clicks to complete a task. Draw backs? Unable to click and call