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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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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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100% Web-Based, Document Management and Imaging. Docupace provides 'On
Demand', subscription-based business process automation solutions for
small to mid-sized businesses, departments or branches of larger
companies. |
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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-Z DATA Incorporated is a Global Leader in CRM for Insurance and Financial Services.
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PlanBuilder: The Evolution of EnterAct, LGX and LifeGoals Financial Planning Systems |
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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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Designed specifically for financial advisors, Grendel is an online
application that includes unlimited account aggregation,
compliant-capable digital filing, CRM, client access, revenue
forecasting, and more. |
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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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NationBuilder is an advisor created web-based CRM solution that is accessible anytime, anywhere. It fully integrates email, calendars, address books, tasks, word processing, forms creation and account information and allows you to use client information to increase your production through effective marketing activities. |
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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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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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CRM Software Solutions for Insurance and Financial Services. |
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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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Client Management, Connectivity, Consolidation, Compliance and Commission all on One Platform |
