Features of Standard, Gold & Portfolio Levels

Broker’s Ally was designed as a program with incremental “building blocks” of functionality which can be added to as demands increase with years of experience and expanding business sophistication. These are described as versions or levels of the Broker’s Ally software product. The focus of this section is the Gold version level as described below between the introductory “Standard”  level and the advanced “Portfolio” level.

 Standard Level has all the features you have come to know as “the classic” Broker’s Ally.  Perfect for beginning brokers or those with basic database needs.

  • Track clients, prospects, and leads

  • Monthly, weekly and daily activities calendars

  • Build-in word processor and notepads

  • Posting Book and cross reference

  • User Defined Fields and Interest categories

  • Campaign List for target marketing

  • Print and Mail reports

  • Help System & Financial terms Glossary

Gold Level includes a custom report generator and an ASCII data loading utility.  Designed for the more robust needs of brokers wanting to have special prospect databases. Especially helpful for sales assistants, too.

  • ASCII Loader - Data and lead list downloading in ASCII comma delimited format

  • Sales Planner System - Initiate and track multiple sales activities for clients and prospects

  • Hot Scripts - Over 100 pop-up sales scripts for better prospecting and client sales efforts

  • Built in Prospecting & Sales Letters - Over 20 professional sales letters at your fingertips 

  • Exporting Reports into different formats, Internet, e-mail, Word, Excel, Lotus, WordPerfect etc.

Portfolio Level includes a complete set of functions for portfolio management professionals. Designed for the more demanding needs of brokers with large and diverse portfolios, financial planners and money managers.

  • Automated Securities Pricing Import Capability

  • Extensive Broker and Client Reporting

  1. Portfolio Valuation Reports - Summary and Detail

  2. Portfolio Size Ranking

  3. Largest Positions in Rank Order

  4. Transition Detail Reporting 

  • Customize Asset Classes and Print Allocation Reports

  • Create and Customize Security Types

  • Campaign Planner for Maturing Investments

 

 

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