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Customized ACT! Contact Management Software
Act4Advisors is a custom database and design specifically for financial services professionals that use the Sage ACT! software. With our experience in financial services and ACT!'s experience with contact management, we have designed Act4Advisors with the needs of most financial professional's in mind.
Features:
- Fully customized database with various data fields specific to a financial services office
- Personal data fields for your client's and prospect's personal information including dates of birth, social security numbers, drivers license numbers, phone numbers, various address fields, hobbies, clubs, tax information, etc.
- Scanning Feature to scan documents directly into the client folder
- Helps Manage Client Documents by automatically navigating to the client's folder on a network or local PC from within ACT!
- Produces client Stock Quotes from the internet
- Performs one button "Contains" queries on any field without using ACT!'s advanced query
- Investment Holdings Spreadsheet with database of over 8700 stocks and over 12,000 mutual funds that updates prices from the web
- Manages Preferred Mailing Addresses so one template can be used for any mailing
- Calculates Ages individually and globally
- Calculates the Required Distribution Date from the Date of Birth entry
- Calculates Retirement Date
- Auto-fills the Spouse Last Name
- Tracks Employee Benefits and Qualified Plans
- Built in Report Generator for Important Dates such as Birthdays, Anniversaries, Required Distributions, Retirement, Reviews, Insurance Anniversaries, Crummey Letters, etc.
- Built in Web portal for access to web based accounts and financial market content
- Vast array of customized reports for asset allocation, assets under management, referral sources, insurance policies, investment holdings, balance sheet, accounts, etc.
- Built in Best Practices Activity Series for Drip Marketing, ACAT's, Insurance New Business and Delivery, Seminar Planning, etc.
- Built in letters for marketing and client service
- Various templates and layouts for different resolutions and address preferences
- "Lean" Use of Fields means faster and more optimal use for searching, sorting, mail merging and maintenance
- Pre-Conversion Program for existing Act4Advisors users and users of multi-user ACT! databases
- Driving Direction integration is built in
- Mapping integration is built in
- Optional dbCAMS+ Portfolio Management Conversion Program and Interface -- Enter here for more details
- Interfaces to optional Laser App Software
- Full telephone support is available ! ! !
Customized Contact, Client and Office Management for Financial Advisors
Investment professionals that use the widely acclaimed ACT! software know the power and advantages it brings to their financial practice. With over 3 million users worldwide and 10,000 corporate accounts, ACT! has proven itself by bringing ease of use and powerful features that even a novice can master in just a few minutes. But, to get the most out of ACT!, it is important that users customize the ACT! interface for easy access to the data they need to keep track of.
Most ACT! users never have the time nor the expertise to customize their ACT! program. As a result, they never get the full power of what ACT! can do for them and their business. They miss opportunities and that means loss of revenue or worse yet LOST OPPORTUNITIES.
Act4Advisors Addon for ACT! is a customized Sage ACT! database template and program designed specifically for Financial Planners, Investment Advisors and Insurance Agents.
With over 20 years of experience in the financial services industry combined with ACT’s contact management expertise, Allied Financial Software, Inc. has created a system that meets the client management needs of most financial professionals.
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.
