MaxAct 2009 Customization for Investment Advisors

The Ultimate Solution for Client Retention, Acquisition, & Compliance 

MaxAct Customization

Database & Layouts

• The MaxAct Database and Layouts are the are the crown jewels of our Productivity System. Over 15 years of development has occurred since we first started working with ACT! in 1993, and the improvements over the years have been truly impressive.
• Thousands of Financial Advisors and Sales Assistants now use our System, and many of them have graciously provided invaluable feedback to our team of ACT! Certified Consultants so that our MaxAct Customization could be continually improved.
• Our most recent MaxAct version for ACT! 2009 includes more than 750 Database Fields, Management & Compliance Reports, Mailing Templates, and Advanced Queries for Birthdays and Anniversaries. Free Trials and Webinars allow prospective buyers to see exactly what they will be getting before they purchase.

Management Reports

• One of the greatest values of a database is to be able to export selected data from client records into reports that can be viewed, printed, or emailed.  ACT! 2009 provides this capability, but the built-in Reports offer little benefit to Financial Advisors.
• Our MaxAct Customization includes over 30 Management Reports specifically designed for the securities business, including the ability to satisfy compliance requirements.

Letter, Envelope, & Label Templates

• Every ACT! database comes with a Contact field, which contains the name of each Client, Prospective Client, or other Important person in the database. The MaxAct database also includes separate fields for the first name, last name, and full name of each spouse, since Financial Advisors have a need to lookup records by these fields or use them in correspondence.
• Additionally, the MaxAct database includes a "Mailing Name" field plus extra templates for using these fields for sending letters, envelopes, and labels.

Advanced Queries for Birthdays & Anniversaries

• One of the most important marketing strategies for building relationships with clients is to recognize Client and Spouse Birthdays.  Many of our Investment Advisors even send chocolates or birthday cakes to their "A" Clients.  Their "B" clients often get hand written cards, and even the "C" clients usually get computer-generated letters or cards.  With the MaxAct "Advanced Queries" it is easy to lookup each client category and send out a selected gift, card or letter with very little effort.
• Recognizing Wedding Anniversaries & Business Anniversaries also has proved to be very worth while, especially if it is easy to do, which it is with MaxAct.