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Sep 20, 2012 1:52 pm

MISS INDY

Joined: 2012-05-05Offline

I need some real insight into the best most applicable to Financial Advisors Business via CRM. I am from Jones and after being there 8 years I would like a version similar if possible. I am hardwired to think within that JonesLink system and would like to not have to completely retrain my thought pattern if possible.

Cheers!

Sep 20, 2012 4:06 pm

Amber_M

Joined: 2011-12-26Offline

I have used ACT since day one. Like it due to its ease of use and personalization possible.

This is the standard ACT not ACT for FA.

Hope that helps.

4 hours 51 min ago

thomcon

Joined: 2024-05-27Offline

I agree. You should also check out the Act! Financial Advisor CRM and get help from Act! Platinum CRM consultants.

4 hours 50 min ago

thomcon

Joined: 2024-05-27Offline
Act CRM Software Reseller and Service Provider Financial Advisor CRM and Marketing Software $30 /month

Financial Advisor CRM for tracking clients and their AUMs, other investments, policies and planning goals to build your advisory practice.

Est. reading time: 14 minutes