"Act4Advisors is used by many of our clients and future customers," stated Andy McGuire, Vice President of Sales and Marketing for Cygnus Software. "We wanted to minimize the amount of data entry and simplify the needs analysis and financial planning case development process."
"We are pleased to have partnered with Cygnus Software," says Scott Abboud, president of Allied Financial Software. "We are continually looking for ways to help our clients save time and streamline their processes. The ability to automatically populate IncomeMax with client information stored in Act4Advisors will significantly reduce case development time."
Customers with Act4Advisors and IncomeMax will now be able to automatically create a client case in IncomeMax and populate it with data from their Act4Advisors database by selecting the IncomeMax icon on the Act4Advisors toolbar.
IncomeMax is a goal-driven Total Needs Selling software tool that enables users to quickly capture, analyze and graphically illustrate a clientâs most common needs. Agents and advisors can quickly and graphically position product solutions, compare alternative scenarios, and generate professional client presentations.
Act4Advisors is a customized ACT! database design and add-on created specifically for financial services professionals using the ACT! software. With industry specific layouts, templates, reports and document management capabilities that are customized for financial professionals, Act4Advisors eliminates the need for time consuming customization of the ACT! contact management platform.