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Your Introduction to us.
What type of firm do you belong to? Financial Planning Firm Insurance MGA Insurance AGA Independent FP Firm Mutual Fund Company Brokerage Dealer, Head Office Insurance Hedge Fund Distributor Manufacturer None of the above
What number below best represents the number of clients/ agents you represent? None 100 250 500 1000 >1000
Email Phone
Subject: Lets Get Started! Contact me ASAP Quick Contact AdvisorPower Interest General CRM Interest Software Sales
My Key action areas are:
Let's Get Going!
AdvisorPower™ CRM Consulting Modules ($500 +)
New Client Process Module Annual Review Process/ Client Meeting Process Maximize Enterprise/ Centralized Database Systemization/ Practice Mgmt Marketing Outsource Services and Technology New
New Client Process Module
Annual Review Process/ Client Meeting Process
Maximize Enterprise/ Centralized Database
Systemization/ Practice Mgmt
Marketing Outsource Services and Technology New
Financial Product Modules ($1000+)
APS™ RRSP/RESP Tracker Module APS™ KYC Module APS™ GIC and Bonds Tracker Module APS™ Commission Tracker Module APS™ Portfolio Manager (Full Enterprise Version)
APS™ RRSP/RESP Tracker Module
APS™ KYC Module
APS™ GIC and Bonds Tracker Module
APS™ Commission Tracker Module
APS™ Portfolio Manager (Full Enterprise Version)
Insurance Product Modules ($5000+)
APS™ Individual Benefits Module APS™ Group Benefits -Owner's Review Information Pkg. AIMS™ Commission Mgmt ($30K+) AIMS ($250K+): Full Policy Management (Application, Policy, Product, Bonus, Claims, Reserves, Cheque & Commission Mgmt - Web based or Client Server software available.) APS™ WebBroker Access Portal™
APS™ Individual Benefits Module
APS™ Group Benefits -Owner's Review Information Pkg.
AIMS™ Commission Mgmt ($30K+)
AIMS ($250K+): Full Policy Management
(Application, Policy, Product, Bonus, Claims, Reserves, Cheque & Commission Mgmt - Web based or Client Server software available.)
APS™ WebBroker Access Portal™
PowerAssist Products ($1500+)
PowerView™ - see data from multiple sources PowerForm™ - use existing data to populate forms PowerLink™ - synchronizing multiple data sources PowerLink™ - for AccPac
PowerView™ - see data from multiple sources
PowerForm™ - use existing data to populate forms
PowerLink™ - synchronizing multiple data sources
PowerLink™ - for AccPac
Externals and PDA ($250+)
Remote Synchronization for Laptop users Palm Synchronization with Database "Automated" Client Appointment Reminder
Remote Synchronization for Laptop users
Palm Synchronization with Database
"Automated" Client Appointment Reminder
Data Management (Review Required)
Automated Backup Utility for Off Site Storage Import/Export of Data/ Conversions Off Site Data Storage Database Integration Database Clean up, Security Software/Web Application Dev.
Automated Backup Utility for Off Site Storage
Import/Export of Data/ Conversions
Off Site Data Storage
Database Integration
Database Clean up, Security
Software/Web Application Dev.
New AdvisorPower™ ONLINE (My Remote Office)
The above services hosted online for real time access from anywhere! Lower costs and monthly fees
New
Other:
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