The Advisor

Designed to change the way financial services professionals build business

The Advisor™ integrates with Act! – the leading CRM solution – and is designed for financial service professionals. It has been developed over 20 years and is the most sophisticated and powerful offering connected to the Act! CRM system.

Compliace & Tracking

Capture key client data and interactions, including automatic e-mail recording. Then generate a summary report to see a comprehensive client overview.

Fields for the financial industry

Personal data fields for client and prospects. Includes date of birth, social insurance number, driver’s license numbers, multiple address fields, and more.

Capture households and companies

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.

Powerful tracking

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.

Quickly target contacts

With a few mouse clicks you can target certain groups within your contacts database. Built in e-mail and letter templates are available for marketing and servicing your clients.

Simple address managment

Custom address container for easy mail merging, labels, and envelopes. Mark which address is the primary address and a mailing label is automatically generated. The mailing label will also reflect the naming convention for the client and their spouse (respects independent last names).

Track time you invest into a client

ROTI (Return On Time Invested) tells you how much time has been spent with a client and matches this with the commissions received, calculating the client’s value in relation to the time spent. Our custom interface lets you select which activities to include, pick a custom date range and enter an hourly rate.

Accessing files is a click away

FileManager, the best document management solution for Act!, 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.