Features |
CRM4Advisors |
MyThinPC |
MyThinPC w/ CRM4Advisors |
| Uses ACT! Software |  |
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| Customized for Financial Advisors | |
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| Includes common reports | |
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| Can set and maintain goals | |
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| Can be accessed remotely through a web browser | |
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| Forecast and track sales | |
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| Can collaborate with other users | |
To get a quote for any of the above products, please contact us.
CRM4Advisors
 Client Profile |
 Disability & Critical Illness |
 Family Profile |
 Financial Goals |
 GIC & Funds |
 Insurance |
 Marketing |
 Other Advisors |
 Relationships |
 Staying in Touch |
