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.


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


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


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.


Since a large investment is made in your software purchases, it makes good sense to invest the time it takes to learn the programs. Some professionals will spend considerable time trying to self-teach, while others will invest to save time. The options we offer can help you fully utilize the applications while saving time and money.

A variety of training services are available for the software products we offer to include training for both our asset allocation and ACT! contact management software.

Key Benefits of Our Training

  • Spend less time getting up and running
  • Improve your knowledge of the underlying portfolio theory
  • Learn from experienced professionals who use the software and are familiar with the client/advisor relationship
  • Familiarize yourself with real life cases of varying scenarios
  • Better understanding of how the software works

On-site training

On-site training is available with two weeks advanced notice. An instructor with financial services experience is assigned to asset allocation training. The base cost of $1250 plus expenses includes training for up to 5 trainees. Each additional trainee is charged $125 each. Certain requirements must be met. Call 800.831.7636 for details.

Teleconference training

Teleconference training is available for 3 hour increments at $300 per increment.

Training classes

Training classes are held four times per year. The cost of these classes is $325 per person. Computers are not provided. Continental breakfast and lunch are provided A minimum of 5 enrollees is required. If the minimum is not met within one week of the class, the class may be cancelled.


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.

On-Site Consulting

Consulting services are available for financial services firms looking for advice, training and implementation of services. We offer consulting services that include: business plan development, service development, broker dealer search, software implementation and training. Our fees are $125 per hour plus expenses. Contact Scott Abboud, CFP for details.

Key Benefits

  • Develop a proven business plan
  • Utilize our 15 years of financial services experience
  • Shorten your start-up time


We have partnered with several software developers who have experience in financial applications. These individuals and firms specialize in arranging engineers to customize programs, interfaces and web based applications. If you are interested in developing or adding on to a software product, give us a call for a referral.

Web Design

We provide quality hosting services, domain name registration services, and web design.

Contact us at 800.831.7636 for more details.

List of products
Financial CRM, ACT! CRM Software, Practice Management Solution, FSC Practice Management Solutions, Practice Management Software, CRM for Financial, ACT! for Financial Advisors, client and contact management software, crm software, asset allocation software, portfolio management software, financial planning software, registered reps...

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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