Act!
Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
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Dynamo Software
Dynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators.
By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success.
Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.
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Brief My Meeting
My Meeting Brief is a cutting-edge service that utilizes artificial intelligence to generate customized pre-meeting summaries, delivered via email before external calendar events, ensuring users possess essential knowledge about meeting participants, previous interactions, and key documents, eliminating the need to rummage through their inboxes. By securely connecting with Google or Outlook calendars, this service curates relevant email threads, attachments, historical meeting notes, and attendee information—including LinkedIn profiles and details about their companies—to produce an organized brief that is sent a few hours ahead of the meeting, allowing participants to join discussions well-prepared. This solution is tailored to eliminate the last-minute scramble for context prior to meetings, as it aggregates and simplifies email and calendar data, insights on attendees, and pertinent links into a single, user-friendly summary, ultimately boosting meeting productivity and encouraging effective communication throughout ongoing conversations. Additionally, this method not only saves valuable time but also enhances users' ability to participate more thoughtfully during discussions, leading to more fruitful interactions.
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ProTracker Advantage
ProTracker Advantage Desktop is the all-in-one, intuitive Client Relationship Management software you have been searching for, tailored to meet the needs of busy professionals aiming to streamline their practice and client interactions. It serves as an ideal tool for those in the financial planning and investment management sectors, offering a client-focused contact and practice management system.
Why choose ProTracker Advantage Desktop?
Efficiently manage your clients by recording every significant detail and tracking the history of your interactions, including emails, letters, tasks, meetings, and recommendations. You have the flexibility to print or save electronic versions of this information, ensuring you stay organized and informed.
Optimize your practice by establishing marketing campaigns and tracking their effectiveness with ease. The software automates the calculation of Required Minimum Distribution (RMD) and allows you to monitor withdrawals effectively. Additionally, you can customize standard workflow processes to align with your business model, oversee task completion for both yourself and your staff, and generate essential reports to ensure compliance with regulatory requirements. By utilizing ProTracker Advantage Desktop, you can enhance your efficiency and focus on building stronger client relationships.
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