Colorado Springs, CO – June 22, 2005
– Cygnus Software Inc., a provider of practical, insurance
and financial planning sales solutions, and Allied Financial Software,
provider of customized ACT! software, have partnered to provide
their users the ability to automatically populate an IncomeMax financial
planning case with customer information stored in a Act4Advisors
contact management database.
“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 client’s 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.
About Allied Financial Software
Since 1993, Allied Financial Software, Inc. (formerly Allied Financial
Services) has been providing software solutions to the financial
services industry. Our background as Certified Financial Planners,
Registered Investment Advisors and Registered Representatives has
enabled us to better understand the investment professional's software
needs. Our goal is to help investment professional's find the right
kind of software for the way they do business. We have established
partnerships with some of the best financial services software companies
to help us deliver the most appropriate products and services to
you. For more information visit: www.software4advisors.com
About Cygnus Software
Cygnus Software Inc., develops and markets IncomeMax. Based in Colorado
Springs, CO, the company is dedicated to providing innovative, practical
sales solutions for the Insurance and Financial Services market.
For more information about Cygnus Software and IncomeMax visit www.incomemax.us. |