SLM Holdings Products and Services.

AFFP: Act! for Financial Professionals

Developed specifically for Financial Advisors, AFFP provides Brokers and their teams with a single tool to manage their clients, prospecting efforts and their team.  The original version, FAct (Financial Advisor Compliance and Tracking), was developed by VerticalFalls in 1995.  Since its inception, FAct has evolved with the guidance of top Financial Advisors across many firms.  In 2006, the core FAct system was sold to Sage Software (makes of ACT) and the name was changed to ACT for Financial Advisors (AFFP).  The SLM solution today, now based on AFFP is a finely tuned, evolutionary tool unrivaled in the financial services industry.
Learn More about AFFP on this site | Read More about Act! on their website

Gazoota

Gazoota is an online network that provides Financial Advisors access to high net worth individuals, their companies and their retirement plans.  With over 1.4 million executives across over 850,000 companies, Gazoota is the most comprehensive High new worth prospecting resource available to financial advisors.  Data from Gazoota can be directly imported into any contact management system, including ACT! for Financial Professionals (AFFP).  Whether you’re a Financial Advisor, Investment Banker, Retail Broker or Commodities Broker, this database is designed for you.
Learn more about Gazoota on this site | Read More at Gazoota.com


The Broker's e-Vantage

The Broker's e-Vantage (TBeV) is the first of several 100% Web-based lead-fulfillment and account management tools focused specifically on the needs of stock and investment brokers. The Broker's e-Vantage was developed by former industry professionals in response to a recognized need for a powerful, yet affordable, tool that could greatly improve production efficiencies. Regardless of the number of brokers in your firm, it can afford and benefit from The Broker's e-Vantage. TBeV is much more than a standard Customer Relationship Management “CRM” Product.
Learn more about The Broker's e-Vantage on this site | Current Users Login Here