Contact Management Programs
| Company | Product Name/Cost | Key Features |
|---|---|---|
| Allied Financial Services 800/831-7636 | 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 | 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 | 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 | Client Data System for Windows $699 single user, plus $360/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 | 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 | Client Asset Management $1,299 single user, plus $250/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 | 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 | 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 | Peak 98 $395, plus $120/year; | 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 | Contact Partner 10-user minimum — | 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 |
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