Products.

CRM4Advisors

    • Uses ACT! Software
    • Customized for Financial Advisors
    • Includes common reports
    • Can set and maintain goals
    • Forecast and track sales

MyClowd

    • Uses ACT! Software
    • Can be accessed remotely through a web browser

MyClowd w/ CRM4Advisors

    • Uses ACT! Software
    • Customized for Financial Advisors
    • Includes common reports
    • Can set and maintain goals
    • Can be accessed remotely through a web browser
    • Forecast and track sales
    • Can collaborate with other users

 

CRM4Advisors

CRM4Advisors is a custom database designed for Financial Advisors and works with ACT! by Sage! (works with most versions of ACT! including the latest version ACT! 2013). It has been developed over a period of nine years through our experiences in the Financial Services sector. The database works well for individual advisors, advisors with assistants and advisor teams/offices with multiple users.

ACT! for the Web

Sage ACT! is now available in the Cloud with Sage ACT! Hosted, giving you and your team on-demand access to Sage ACT! Premium anytime you’re online. Jump right into complete contact and customer details from your computer, tablet, or smartphone. While we handle the hosting, we won’t hold your database hostage. With Sage ACT! Hosted, you still own your data and have access to a copy of your database at any time.

myClowd with CRM4Advisors

Your own Cloud Desktop and Server. You and your team integrate on servers in the cloud while each user also has their own Windows Desktop with the ability to install any program they wish. Our fully redundant Canadian-based data centers are world class with all hardware being Dell and Cisco enterprise grade product.

 

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