Cygnus Software Integrates Their IncomeMax Needs Analysis and Financial Planning Software with Act4Advisors
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.
Colorado Springs, CO (PRWEB) 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 clients 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.cygnussoft.com.
Allied Financial Software
Contact: Scott Abboud
Phone: (800)831-7636
Email: scott@software4advisors.com
Website: www.software4advisors.com
Cygnus Software
Contact: Andy McGuire
Phone: (888) 428-6266
Email: andy.mcguire@cygnussoft.com
Website: www.cygnussoft.com
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