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Get contact management solutions, time tracking, data management, sales tracking and tools, and much more with ACT! |
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Customized Contact, Client and Office Management for Financial Advisors |
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Advisor Products makes websites, client newsletters, brochures, and other marketing services for about 2,000 independent financial advisory firms. The Westbury, N.Y. company, which was founded in 1996 by veteran financial writer, Andrew Gluck, also provides logo design, marketing copy, stationery, and email newsletters for financial advisors. It hosts websites customized for advisors with financial planning content for high-net-worth individuals and hosts email account services geared to financial advisors. Many of the nation's leading Registered Investment Advisors, independent Registered Representatives, and independent broker/dealers rely on marketing and technology services provided by Advisor Products. |
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The leader in Client Management software since 1985. Advisors Assistant offers a balanced approach to Contact Management, Investment Tracking, and Insurance Tracking to increase your sales and office efficiency. |
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Advisors Office provides better access to information so Advisors can gain deeper insight and take more effective action. |
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AdvisorsGold is a customized version of Goldmine for investment professionals. We utilize automated processes to increase your level of client service and create great relationships with your clients. Our goal is to increase your referral rate and reduce administrative costs. Full integration with email, calendering, task assignment, document processing and forms processing makes AdvisorsGold your total front office solution. |
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Albridge Solutions is a leading provider of enterprise data management (EDM) and web-based portfolio accounting and performance reporting solutions to the financial services industry. Financial institutions and advisors, including investment management firms, insurance companies, banks, broker/dealers and Registered Investment Advisors, rely on Albridge for the high quality consolidated data they need to succeed. |
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Artisan Software was formed in 1998 for one reason: to build the best commission system and compliance reporting engine on the market. Having worked in the financial services industry for many years, Artisan's founders saw a real need to develop a modern system capable of satisfying the needs of both small and large firms. |
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For over 20 years Bill Good Marketing® has been the leader in marketing systems for the financial services industry. It is BGM's mission to create, produce, and update systems that enable our clients to create the additional time and money required to pursue other goals in their corporate and personal lives. |
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Cabinet NG is a leading digital imaging document filing solution for the medical, financial, insurance, and other industries seeking a paperless office solution. |
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Docupace Technologies provides a state-of-the-art, web based integrated suite including document imaging, electronic document management, workflow, and records management. Docupace serves a wide business spectrum including broker dealers, financial advisors, insurance companies, and other organizations.
Docupace plays a vital role in helping companies of all sizes save money and improve productivity by managing the storage, organization and retrieval of relevant information through their simple desktop interface. |
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DocuSign Inc. is the leading provider of on-demand software services for online electronic signature and form data collection/correction. We empower individual Financial Advisors and Broker-Dealers of all sizes to operate more efficiently and more profitably with enhanced security and compliance, faster cycle times, higher completion rates, and lower NIGO. DocuSign is the only Web-based service to fully automate the entire remote form signing and data collection/correction process. To date, more than 28 million signature
events have been executed using DocuSign. Learn more at www.docusign.com, and for regular updates go to www.docusign.com/blog. |
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Dynamic Methods is a Microsoft GOLD Certified Partner specializing in
Microsoft CRM solutions for financial services firms. Certified in both
Microsoft Dynamics CRM and Microsoft Dynamics GP (formerly Great
Plains), Dynamic Methods provides complete business management solutions
built on Microsoft Dynamics and Microsoft Office. |
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E*Assist is an operational system for advisors built on the salesforce.com platform, which can integrate virtually any existing technology, including CRM; portfolio accounting, financial planning, compliance and back office management, as well as data aggregation. |
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E-Z DATA Incorporated is a Global Leader in CRM for Insurance and Financial Services.
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Since 1979 Financial Database Services has provided innovative
automation solutions to the financial services Industry. FDS is a
developer and integrator of, The CAESAR Enterprise Solution, a
technology platform that automates today's front, middle and back office processing. |
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PracticeBuilder: Client Relationship Management for Professional Financial Advisors |
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Fox Trot is a complete commissions processing and compliance software package handling everything form Daily Blotters to Commissions to Online Broker Access. |
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A flexible, but powerful, business and customer relationship management solutions. |
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The Software Solution to Your Client/Agency and Contact Management Needs. |
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Grendel is a sophisticated online solution designed specifically for financial advisors. It integrates all the tools a practice needs to stay ahead of the curve in one easy-to-use package. With Grendel, advisors have access to account aggregation, an advanced CRM, a compliant paperless office solution, client portal, and practice management tools. Control you monsters with Grendel and increase compliance, reduce costs, and generate more revenue! |
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INSCOMM Software Inc. developed and markets an industry specific database software program for Registered Representatives, Financial Planners, Insurance Agents, Agencies and Broker/Dealers. |
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Interactive Advisory Software, LLC., a subsidiary of Optima Technologies, Inc., offers the first fully integrated, browser-based solution enabling financial advisors to simplify their workload and provide greater service to their clients. The system is built utilizing a consistent, intuitive, visual interface and includes integrated, comprehensive financial planning; portfolio management; and full-featured client management. |
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eSIGN Anywhere(tm) with Interlink Electronics. No matter where or how the signing process occurs, you can standardize on Interlink's esignature technology. Rely on our IntegriSign Signature Software Suite and ePad family of signature input devices to capture legally-binding esignatures. |
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Investigo is a web-based practice management system that's proven to save reps and RIAs valuable time and money by providing an integrated portal for asset tracking, client management and regulatory compliance. Its broad range of integrated core practice management functionality is second to none and it automatically updates, consolidates and reconciles client data-all at a significantly lower price than other system available today. |
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Junxure-i combines client management features specifically designed for financial services professionals with workflow automation functions to enhance the efficiency of your office. |
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Kaulkin Information Systems (KIS) is a technology and solution services company that offers simple, yet powerful and affordable, hosted Software-as-a-Service (SaaS) business process management (BPM),
workflow, risk mitigation and compliance technologies. The company's
flagship technology offering, KIS Track™, provides a comprehensive
enterprise data management platform with multiple integrated application Modules that are ideally suited for the unique needs of customers in the financial services, securities, banking and insurance industries. |
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KnowITOnline.com is the best, most comprehensive online solution for
financial and insurance professionals. Set your business free with the
ability to access everything from any Internet connected computer. Our
system allows you to gather data from accounts (including fixed, EIA and
more) that are not available through other solutions. |
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Laserfiche - Document imaging and document management software for records management professionals. Manages, stores and retrieves millions of pages across the enterprise. Documents can also be published over the web or via CD. Also provides COLD/ERM and workflow solutions. |
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Since 1995 MaxPro Systems has specialized in developing CyberBroker, a System of Organization and Marketing for Stockbrokers and Financial Planners. |
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Microsoft Access - Microsoft Access can help you create powerful database solutions that make organizing, accessing, and sharing information easier than ever. |
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Microsoft Outlook - The Microsoft Office personal information manager and communications program. |
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We are one of the pioneers in the financial planning software market, and have been providing quality financial and retirement planning software for financial professionals since 1981. Our software solutions are easy to use, simple to understand, and reasonably priced. |
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MoneyGuidePro is a client-centered Financial Planning system for Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. It is intuitive and easy to use, while still providing sophisticated analyses and results. MoneyGuidePro is completely web-based and features on-line collaborative planning between advisors and clients. |
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Description: My Office Gurus can increase your cash flow and help you achieve your business and personal development goals.
Featured Service: Change of Broker Dealer service is free when you use our sales assistants to prepare and follow through with new business paperwork and/or schedule appointments. We may also pay all or part of your expense to bring on an approved paperless (WORM) Document Management system. |
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Client and Office Management software designed for service professionals. Financial, Accounting, and other types of firms benefit when using Office Tools Pro for their Client, Staff and Activity tracking. Seamless features include CRM, Scheduling, Document Management, Time sheets, Billing and Due Date Reporting. One piece of software for ALL your office needs. Integrations include: Quick books, Palm Pilot, MS Office, Map quest and LaserApp. |
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Orion Advisor Services, LLC's (OAS) service bureau provides Registered Investment Advisors, Broker/Dealers and Third Party Investment Advisors the ability to outsource their portfolio management systems and back-office duties including privately labeled quarterly statements and advisory fee billing. Orion offers a web-enabled database for the Investment Advisor, Solicitor, Broker/Dealer and end Client to view account data. |
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Pareto Platform is the next generation of Client Relationship Managers (CRM)designed specifically for the small business professional and entrepreneur. Pareto Platform is web-based and fully integrated with Proven Best Practices and Business Development Strategies that ensure our subscribers achieve a business breakthrough.
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ProTracker Advantage is a Client-centered Contact and Practice Management System specifically designed by and for financial advisors. Setting the standard for comprehensive client relationship management software, ProTracker Advantage manages clients, prospects, contacts and employees for busy professional offices. |
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Redtail delivers web-based Client Relationship Management (CRM),
paperless office Imaging solutions and Email Archiving and Retention
services. Offered as a subscription service, Redtail provides financial professionals with the tools necessary for their trade in an easy to use fashion that they can get up and running quickly. Additionally, the features of the service are flexible enough to meet the specific needs of the independent financial professional. Redtail's high-performance platform is compatible with all environments and integrates with many popular financial industry solutions. |
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The proven leader in on-demand customer relationship management (CRM), salesforce.com empowers customers to stand out from the crowd. We do so by delivering the most innovative technology and making it as easy as possible to share and manage business information. Our CRM software-as-a-service solutions combine award-winning functionality, proven integration, point-and-click customization, global capabilities, and the best user experience and the result is CRM success.
Click here to access the Laser App Enterprise Connector on the Salesforce AppExchange site. |
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SIGNiX is an electronic signature solution that enables individuals to "sign" documents via the Internet, over the phone or face to face, helping to increase speed, accuracy and security over traditional, paper and ink-based signatures. Using SIGNiX's patented technology, which requires no hardware installations or software downloads, companies can quickly obtain the necessary signatures to execute new contracts, authorize transactions or obtain business approvals - ultimately helping to turn verbal commitments into legally-executed, revenue generating relationships. |
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smarshCRM is a client-centered total workflow solution that will make your firm more efficient and productive by automating and streamlining processes, systemizing customer contact and strengthening relationships. The platform is Web-based, offering users secure anywhere, anytime access to vital client data. The entire application is customizable to suit the specific needs of each advisor and to leverage every data point for enhanced client and prospect relationships. |
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Taxware Systems provides Tax and Accounting professionals a complete software package. |
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Providing Electronic Signature Solutions for Digital Documents, Including Complete Software, Tools, Robust Hardware Pads, and Lifetime Support |
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The Retirement Analysis Kit (TRAK) provides over 20 illustration tools for efficiently educating clients for retirement planning. Effective for working one-on-one and with groups, TRAK has been proven over and over to increase an advisors sales. |
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Client Management, Connectivity, Consolidation, Compliance and Commission all on One Platform |
