Events

BEST solution for Financial Advisors! The Advisor is the next generation of relationship management software designed specifically for Financial Advisors. The Advisor utilizes the most popular contact management system in the world, ACT!. The Advisor is an add-on to the ACT! software that customizes ACT! for the financial services practice and is designed specifically for financial service professionals. This Webinar We Will: - Show you all the new...

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Taking Electronic Filing to the Next Level If you're like me managing documents can be very frustrating and time consuming. Based on statistics we are going to show you how you can get back as much as 3 hours a week in lost time by managing your documents better. This Webinar is designed to review how to: - Setup or update your electronic filing system - Manage documents with...

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One of the biggest challenges Act! users have had over the years is "How do I keep my database clean". Out of that frustration we created the Archiver. Now you can keep your Act! database clean and up to date. Archive contacts with the click of a button and they will no longer appear in searchers or your contact list. Contacts remain in the database so they can...

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