the advisor sage act! add-ons for financial professionals
TRANSCRIPT
The Advisor ™
Sage ACT! Add-ons for Financial Professionals
The Advisor
THE ADVISOR™ integrates with Sage ACT! – The leading CRM solution – and is designed for financial service professionals. THE
ADVISOR™ has been developed over 15 years and is the most sophisticated and powerful offering connected to the Sage ACT! CRM
system.
™
The Advisor featuresYou asked...we delivered!
Fully compliant
FileManager
Household and Company
Layout designed for the financial industry
Track client information
Address Container System
Auto-Age
•ROTI Factor
Back Office Tracking
Business Intelligence
The Advisor ™
The Advisor ™
Contact ScreenAll the data fields an Advisor needs to manage client relationships
Household ScreenAll family members have their own record
The Advisor ™
The Advisor ™
Proactive StrategiesKnow exactly what is going on when you NEED to know!
ROTI Factor (Return On Time Invested)
Know which client are making you money or costing you money!
The Advisor ™
Products SoldWith the table structure in The Advisor, you can know exactly what investments, life insurance or living benefits you sold, for how much and when they need to be renewed etc.
The Advisor ™
CommunicationWith 60 industry specific document/e-mail templates it is easy to communicate to your clients. Reports...Yes we can do reports, like a client holdings report.
The Advisor ™
ComparisonThe Advisor & The Advisor Lite ACT! 2012
out of theBOX! $199/user
The Advisor Lite
Fully Compliant - Capture: meeting notes, histories, letters, e-mails, etc. ✔ ✔ ✔
Household/Company Management System ✔ ✔
Address Container System - Primary, secondary address and mailing label ✔ ✔
Back Office Tacking - Track underwriting, switches etc. ✔ ✔
Auto-Age® - Calculates the contact’s age from their birthday ✔ ✔
60 - Financial Document/E-Mail Templates ✔ ✔
Custom Financial Layout - Database designed for Financial Pro’s ✔ ✔
Works with ACT! 2012 Premium - Recommended for Workgroups ✔ ✔
Works with ACT! 2012 Pro - Not Recommended for Workgroups ✔ ✔
Product Tables - Capture multi investments and insurance policies ✔
FileManager® - Document/File management system, with scan technology ✔
Crystal Report Integration - Business Intelligence reporting ✔
ROTI Factor® - (return on time invested) See what clients are costing you money ✔
Investment Strategy Product Totals - All Investments ✔
Insurance Strategy Product Totals - All Life Ins. and Living Benefits ✔
Product Tracking - i.e. Finding all the policies that expire next month ✔
$399/user
The Advisor
NEW
“As an Advisor working in an ever changing highly regulated financial services industry, I can honestly say that the single most valuable tool we now have is our Sage ACT CRM solution with The Advisor add-on by Corelogix. We have used many different CRM solutions over the years, but the seamless integration of ACT and intuitive and easy to use ADVISOR add-on, makes us more productive and compliant each and every day. In addition, our smartphones running HANDHELD CONTACT have allowed us to be as productive when we are outside the office, as we were sitting in front of our desktops". Marc S. - Horizon Financial Group
Our ClientsWhat they are Saying...
“We have use CRM software for years, it wasn’t until we started to use ACT! and The Advisor that we really took our business to the next level. I have to say that it was the training we received from Corelogix that really helped us put everything together, we don’t just use 20% of the software like we did in the past, it’s much, much more. We manage our client relationships better than we ever thought possible ". Gerry M. - Vision Financial Group
The Advisor ™
QUESTIONS? QUESTIONS? about The Advisor Professionals
FileManager FileManager TH
ETH
E ™
The Easiest File & Document Management System Made for The Easiest File & Document Management System Made for ACT!ACT!
Click here to select the location to store existing client files or click here to open existing client folder.Click here to select the location to store existing client files or click here to open existing client folder.
Click here to scan a document directly into existing client folder.Click here to scan a document directly into existing client folder.
Now is the Time to Go Paperless with The FileManagerNow is the Time to Go Paperless with The FileManager
It’s Just That Easy!It’s Just That Easy!
Manage Files and Scan Documents Right from Sage Manage Files and Scan Documents Right from Sage ACT!ACT! 20122012
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Scanning Documents Into Client Folder, Easy as 1,2,3.Scanning Documents Into Client Folder, Easy as 1,2,3.
QUESTIONS? QUESTIONS? about The FileManager ProfessionalsProfessionals
Contact us...Contact us...
GaryGary Robillard - Corelogix Robillard - Corelogix [email protected] (403) 692-8805 Ext. 222 (403) 692-8805 Ext. 222VictorVictor Krahn - J2X Krahn - J2X [email protected] (519) 579-1408 Ext. 702 (519) 579-1408 Ext. 702
Ask for a complete Demo Ask for a complete Demo today! today! The Advisor Webinar will amaze you.