Broker’s Ally Software- CRM and Portfolio Reporting

Broker’s Ally software was designed as a program with 3 incremental “building blocks” or “levels” of functionality that can be added to as demands increase with years of experience and expanding business sophistication. Broker’s Ally is an inexpensive product that can provide CRM, SFA, marketing and portfolio reporting capability to improve practice management and efficiency.

Standard 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
  • Built-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

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

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
  • Portfolio Valuation Reports – Summary and Detail
  • Portfolio Size Ranking
  • Largest Positions in Rank Order
    Transition Detail Reporting
  • Customize Asset Classes and Print Allocation Reports
  • Create and Customize Security Types
  • Campaign Planner for Maturing Investments

Network Versions – Per User

The Network versions provide all the features of the Gold or Portfolio levels with the added benefit of having multiple users.