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MaxAct Custom Database
Features of ACT! 2010 and the MaxAct Client Database
can be viewed first hand at live web meetings or by downloading a free trial
Features of Client Database for Financial Services Advisors:
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Over 800 Database Fields Added to Improve Client Retention, Acquisition, and Compliance
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Multiple E-Mail Addresses so that Incoming E-Mails Get Attached to the Correct Contact Record
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Over a Dozen Phone Fields for Home, Business, Cell, Vacation Homes, etc. for Clients and Spouses
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Advisor and Client Service Rep Fields to Enhance Support by Multiple Team Members.
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More than 20 Large Memo fields for Tracking Detailed Information for Various Client Needs
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A Wealth of Personal Data Fields for SS #'s Occupations, Drivers Lic., Anniversaries, and so forth.
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A Picture field for Client, which is easy to Add for New or Existing Contact Records
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Birthday Fields, Client, Spouse, Children and Grandchildren
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Separate Tab Sections for Accounts; Life Policies, Other Coverage's, and Annuities.
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Tab Sections for Fees, Trusts, Qualified Plans, and Other Advisors such as Attorneys & CPA's
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