Act Software for Financial Advisors
MaxPro Productivity System
Act_Software_for_Financial_Advisors

 

MaxPro Systems, through a strategic alliance with ACTRemote, is currently the only company in the world that offers a total Productivity System for financial Advisors that works on either local workstations or via the internet. Either method uses a full version of ACT! that interfaces with Microsoft Word, Excel, Outlook, QuickBooks, Topline Results, Swiftpage, & "ACT! on Your Phone", using a Blackberry, Pocket PC or Treo Smartphone. MaxPro truly delivers "Maximum Productivity with Total Mobility".

 

Since 1984 we have customized ACT! for Stockbrokers & Financial Advisors, and were the first company to use ACT! to create a customized database specifically for the investment profession.  Through the years our client base of several thousand Advisors has provided feedback and recommendations that have made our databases & layouts infinitely superior to any in the world.  Uniquely, our Productivity System also includes a marvelous set of Management & Compliance Reports plus an In-depth Training Program.

With the release of our MaxAct Customization for 2009 we now offer an optional new capability for perfecting strategies & analyzing results using Marketing Dashboards.  These Dashboards come with live Advanced Training Classes, which are offered exclusively to our clients on a monthly basis by web conference.