Relationship Building Reports: Birthday Contact - Birthdays for contacts for the selected month Birthday Spouse - Birthdays for spouses for the selected month Wedding Anniversary - Weddings for the selected month Account Anniversary - Client Anniversaries for the selected month Client Meeting/Contact Reports: Clients All fields- Every database field plus Notes, Histories and Activities Clients Brief - Selected contact fields plus Notes, Histories, and Activities Clients Scant - Name, source, address & phones Clients Primary Data - All primary fields plus Notes, Histories, and Activities Clients Primary & Personal - Incl Personal data fields plus N, H, and Acts Clients Phone Detail - A detailed listing of selected contact’s phone numbers Clients E-Mail - For sending batch e-mails directly from Outlook rather than ACT Clients Compliance Report - Histories, mailings, & notes for selected date range C\lients Last Contacted or Not Scheduled: Clients Last Contacted - Clients not contacted in past 3 mo. or 6 mo. or 12 mo. Clients Not Scheduled - Clients not scheduled to be contacted Referral Reports: ID Status - Clients and Prospects, sorted by ID Status, Source, & Reference Reference - Clients and Prospects, sorted by Reference, Source, & ID Status Sources of Contact - Clients and Prospects, sorted by Source, Ref & ID Status Referrals from Pro Advisors - Generated by referrals from CPA’s, Attorneys, etc Annuities & Insurance Reports: Annuities - Lists data for each annuity held plus total values of all annuities Annuities with Details - Adds beneficiaries and annuity sub accounts Life Cash Values - Lists client name & cash value of policies Life Policies - Lists policy data fields for each policy held by client Life Policies with Details - Adds the beneficiaries and policy details Life Policies Pending - Lists policies written, pending underwriting Financial Reports: Management Fees - Shows assets managed, fee pct., & total fees charged Management Fees & Notes - Adds the management fees notes field Plan Creation Fees - Shows plan creation date, fee, renewal date and renewal fee Plan Creation Fees & Notes - Adds the plan notes field Assets Portfolio - Shows assets, Investable assets, portfolio size Account Holdings - Detailed data of the $ value in account holdings $ Coming Due - Lists all $ coming due for Clients or Prospects for date range Miscellaneous Reports: Sales Activity - A Record of Meetings, Calls, Letters, by Advisor, for date range Professional Advisors - Lists professional advisors with phones numbers Compliance Report - Histories, mailings, & conversation notes for all clients
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