Contact Management Software

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Jul 23, 2009 6:09 pm

Ever since Wachovia Sec pulled Brokervision () I have been frustrated with our new CM software. If I am looking into buying my own CM system, which one is the best?

  Brokervision was simple and easy to intergrate with the system. Why they pulled I have no real idea. They said it was out of date, but its light years ahead of where we are now. Any suggestions?   Thanks
Jul 23, 2009 6:46 pm

I feel completely out of sorts since they pulled brokervision, also.  I am trying to make do with outlook and handwritten notes. 

I have an idea, what if we offered to take the "outdated" brokervison software off of wach/wells' hands and marketed it as the best contact management system any firm has ever had (at least that I have seen when being recruited).  We could make billions! or at least millions!
Jul 23, 2009 9:46 pm

The contact management system is a absolute failure (unless you like to waste time on the computer). A pure waste of money in its current state. Anyone who has done alot of prospecting like I have needs something you can use quickly. Enter a prospect, a few notes, set a reminder and move on… This thing takes 35 clicks to set up one prospect. It amazes how stupid smart people can be. People who have no idea on how to prospect built this system.

I have resorted to Outlook…

Jul 23, 2009 10:03 pm

I have a stone tablet and a chisel.

Jul 24, 2009 12:24 am

I was similarly dependent on Broker vision. It was a wonderful system and really helped me efficiently grow my practice. I find it really hard to believe that they cannot show BV to a group of programmers and say “This is the gold standard. Make something just like this”.

Jul 24, 2009 12:30 am

I left AG over 8 years ago and STILL miss Brokervision. It was created by Plaid Brothers software, which sold to Sungard, and frickin Sungard discontinued it. I even “binged” one of the principal software guys from Plaid Brothers and emailed him recently, since I went Indy and found that there is NOTHING as good as brokervision out there!

As of yet, havent heard from the guy. You can google him, too. Just look for plaid brothers...he has a unique name I cannot recall at the moment. Maybe if enough people bug him he'll get the message and bring something to market. It is sorely needed.   I am using Redtail, which is not even as good as Edward Jones' CRM. But cheap and web based. Search the tecnology forum, guys. There is alot more on this topic there!
Jul 24, 2009 4:27 pm

I am a  big fan of ACT, and it’s totally portable.  I personally would never use a firm’s proprietary contact management system.

Jul 24, 2009 5:42 pm

Have to agree… ACT rocks… keeps my info “my info” and gets the job done. 

Jul 24, 2009 6:45 pm

Where can I buy this ACT software? How much is it and can we expense it through the faems?

Jul 24, 2009 8:21 pm

Gorilla CRM – the Bill Good System puts Act to shame.

Jul 24, 2009 8:33 pm
Bud Fox:

Where can I buy this ACT software? How much is it and can we expense it through the faems?

    Google ACT CONTACT MANAGEMENT, you can expense through FAEMS if you have the dollars.
Jul 24, 2009 9:12 pm

Are you guys using

Act! Act! Premium or Act! for Financial Professionals?   I tried using ACT! a couple years ago but got frustrated because the menus were not preconfigured for a brokers practice, so I gave up & went back to the old tried & true Outlook although I realize Outlook is not a true CRM it can be manipulated to provide the basics.  I'm still looking for a good CRM.
Jul 24, 2009 9:13 pm

Financial Professionals

Jul 27, 2009 12:10 pm

Pareto Platform works very well for me.

  A few bells I wish it had...
Jul 29, 2009 12:16 pm

I’m the Regional Manger for ACT! you’re more the welcome to reach out to us to discuss your interest.

Call this # and let them know you heard from me, they will kindly help you.

Greg DePinto

Jul 30, 2009 9:30 pm

I too was at AGE and used Brokervision. Since I left to go independent w/ LPL I've tried or researched a variety of CRM's (Act, EZ Data Smart Office, Salesforce, Red Tail, Goldmine, Junxure, Bill Good) and recently moved to something that has the same features as BrokerVision except much better/flexible plus it has a lot of practice management features (e.g. being able to click a button to automatically create an agenda for a client meeting, clicking to print a full profile of the client for client meetings, etc..) plus it has marketing automation. It doesn't have some of the bells & whistles of some more advanced packages like Goldmine or Junxure BUT it's A LOT easier to use and I love the practice management features & marketing campaigns. The price is also a lot cheaper than most of the other tools I've used.

You can check it out at   Again, if you liked BV at AGE then you will find a lot of the features of this software very similar.
Jul 30, 2009 11:45 pm

Thanks, Indywanab.Looks darned interesting, but not cheap, especially if you aleady get wealthvision and dont need the FP function…what other software do you use to complement this?

    Definitely worth checking out!    
Jul 31, 2009 12:02 am
I don't use the financial planning module of this software JUST the practice builder suite which is the client relationship management. I too am a WealthVision user so we use that for planning along with PRT, Portfolio Manager but like I said this software does a good job of managing client contact and marketing/service task. The added bonus of having the service letters, agendas, checklists, etc... is just icing on the cake. I'm part of Ron Carson's Peak system so I'm all about systematizing my practice and that's why I like this software for that as well as making the CRM fairly easy. When you look at other packages that are customized to our industry it is cheap. I paid something like $1300 for the multi-user edition with Outlook integration & the email marketing addons. That includes support and anual updates are like $300 so when you compare to some of the other software out there it's actually less. Act would be cheaper but ACT gets pretty lousy reviews & it's quite buggy & slow.   If you liked BrokerVision I would suggest you check out the live web demo & sign up for the 30 day trial to test it out.   [quote=Effay]Thanks, Indywanab.Looks darned interesting, but not cheap, especially if you aleady get wealthvision and dont need the FP function...what other software do you use to complement this?     Definitely worth checking out!    [/quote]
Jul 31, 2009 12:28 am

wow, fast reply!

Think I will check it out. Thanks again, my brotha!
Jul 31, 2009 8:27 am

What does Carson use(by the way his book is terrible)?