The Advisor v26
Built exclusively for financial professionals, The Advisor is the most advanced and feature-rich add-on for Act! CRM. Developed and refined over two decades, it seamlessly integrates with Act!—the industry’s leading CRM—to deliver the power, precision, and productivity financial advisors need to manage client relationships and grow their practice.
Here are some Items we have for you!
New adjustable modern look to both Act and the Advisor to make it fit your style. All the information you need to capture for your clients is available like, the personal data fields for client and prospects. Includes date of birth, social insurance number, driver’s license numbers, multiple address fields, and more.
Stay on top of important dates with our new Alerts feature. Be reminded on or so many days before a specific date, create activities automatically from alerts, create alerts off other custom date fields.
New pop-out button on screens allows you to move an Act! screen outside the Act program framework and onto another monitor, giving more flexibility in viewing and interacting with Act data.
Get a quick overview of emails, tasks, family members, and financial information with the new Snapshot sidebar on the contact detail view of your Act database.
Households and companies are separated so you can capture data unique to each. For households, you can maintain a record for each member, their relationships, and more. For companies, have all of your carriers at your fingertips, track all the trusted advisors of your clients, and capture group insurance policies for the companies you deal with.
Track living benefits, life insurance, investments and group insurance policies. Built in support for multiple policies, custom filtering, sorting and summary fields for a more general overview.
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New Modern UI (Buttons, Grids, Screens)
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New Date Filter options (Last, Next, Current for Month, Week and Year)
- Headers Wordwrap
- New Saved Views (saves column order, filters and other options for quick view switching)
- New left Navbar search options when on list views
FileManager, the best document management solution for Act!, and is included in the Advisor so you can leverage its powerful features. Link important documents to Act! Contacts, households, or companies. Scan and email directly from the contact screen. All this will enable your staff to increase performance and move towards a paperless office.
