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 and old features in the Advisor v21
– Show you how to be more productive
– Integrate your documents into Act!
– Take your office paperless
June 7th, 11:00am MDT (1:00pm EST)