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Broker's Ally Information
Broker's Ally is a powerful marketing tool that helps financial consultants open new accounts, gather assets, do trades and manage the financial details of customer relationships. The application provides unlimited flexibility in record management. Detailed and accurate information is available instantaneously to better serve client, prospect and clerical or managerial needs. Broker's Ally gives you the power you need to quickly execute your best sales and marketing strategies. Put the power of Broker's Ally on your computer and watch your business grow.
Technical Background
Broker's Ally for Windows, will provide your financial executives with the most advanced architecture available today. Broker's Ally for Windows is developed using Visual C++ and is an ODBC (Open Data Base Connectivity) compliant product. Although Broker's Ally version 6 runs effectively in the Windows 3.1x, Windows 95 / 98, and Windows NT 3.1x and 4.0 environments, Brokers Ally version 7 and beyond are 32-bit and runs on all Windows environments.
Key Benefits
- Faster Database Access- means you can find customer records faster than ever.
- Faster Searches and Sorts- lets you create campaign lists and mailing lists faster.
- More stable- fewer crashes, keeps you doing your business and not worrying about your PC.
- More descriptive Letter names- lets you add hundreds of longer letter names and not lose track.
- Faster loading application- gets you into Broker’s Ally faster than ever.
- Faster report calculations- lets you calculate and merge data for reports faster than ever.
- Faster merging of letters information- helps you do mail merge faster for large scale sales campaigns.
- Multi-tasking support- allows Broker’s Ally to do background process while another application is running.
- Faster Overall- is on average 28% faster, with changes made in all areas.
- 32 bit Application- Moving up to v7 and beyond moves you off of the 16 bit platform to stay current with the evolving computer architecture.
Pricing and Features
Description |
Price |
|---|---|
| Standard Level | $395 |
| Gold Level | $695 |
| Portfolio Level | $995 |
| Network Gold Level (multi user) | $950 (2 users) |
| Network Portfolio Level (multi user) | $1350 (2 users) |
Upgrade Prices from version 5 or version 6
Upgrade prices start from $155 depending on the level you currently have installed. Please call your sales representative at 610-321-1910 for more information on upgrading your current software product.
