Act4Advisors Contact and Client Relationship Management software for Financial
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Services for Financial Professionals

We have been providing consulting services to financial planners, CPA's and investment advisors since 1993. With a "can do" approach, we help you establish goals and then implement a plan to help you achieve those goals. As consultants to the financial services industry, we have put together a team of independent consultants that have broad experience in financial applications. Take a look at our services and let us know how we can help your organization.

Act4Advisors ‘adds on’ a financial services interface to the Sage ACT! software. The customization includes pertinent industry features, such as personal information fields, basic account and insurance information, custom reports, web portal and document management with scanning capabilities. Our goal is to provide our customers efficient software, training and consulting while establishing partnerships with other acclaimed financial software companies. This goal enables us to deliver the most effective products and services to our customers.

Training

We provide various training options for the software applications we provide.

Consulting

We provide on site consulting that can include new business development for start-up firms, marketing, operations and system design and implementation.

Development

We provide qualified engineers to custom design databases and applications for all financial scenarios.

Call us toll free for more information 800.831.7636 or email Email Sales at Allied Financial Software.

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ACT! is a registered trademark of Swiftpage, Inc. Act4Advisors Addon for ACT! is a trademark of Allied Financial Software, Inc. Copyright 1999-2012 AFS