- Act4Advisors
- Features
- FAQ
- Other Addons for ACT!
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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.
Act4Advisors Customized for Financial Services Professionals
- Fully customized ACT! 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, multiple address fields, hobbies, clubs, tax information, etc.
- Calculates the Required Distribution Date from the Date of Birth entry
- Auto-fills the Spouse Last Name and Salutation
- Add’s custom lookups and automatic group membership
- Manages Preferred Mail Address for easy mail merging, labels and envelopes
- Custom reports for Birthdays, Anniversaries and other important dates
- Tracks Compliance dates
- Tracks Employee Benefits and Qualified Plans
- Built in automation for Workflow including Activity Series for Drip Marketing, ACAT's, Insurance
- New Business and Delivery, Seminar Planning and more.
- Built in letters for marketing and client service
- "Lean" use of fields means faster and more optimal searching, sorting, mail merging and maintenance
- Scanning Feature to scan documents directly into the client folder (Basic Bundle Version)
- Helps Manage Client Documents by automatically navigating to the client's folder on a network or local PC from within ACT! (Basic Bundle Version)
- Performs one button "Contains" queries on any field without using ACT!'s advanced query
- Calculates Ages individually and globally
- Interfaces to optional Laser App
- Full telephone support is available
Act4Advisors FAQ
Q. What is the Act4Advisors Addon for ACT!?
A. Created by Allied Financial Software, Inc. (AFS), Act4Advisors is a customized ACT! database, layouts, reports, queries and other plugin files designed specifically for financial services professionals who use the ACT! software. Act4Advisors eliminates the time needed to customize the ACT! database.
Q. Why should I consider a contact management system?
A. Contact management systems organize time and client data. Most advisors are inundated with data and they must be able retain and access information quickly and easily. Without easy and fast access to client and prospect data, an advisor may lose critical information eventually costing the advisor a lost sale, a lost client or a lost career. Sage ACT! combined with the Act4Advisors add-on helps you manage relationships by managing data and processes. With ACT!, you can: Remind yourself to call a special client on his birthday. Send out a disclosure letter to a new prospect. Enter a time stamped note about a concern the client has regarding a particular type of investment. Keep a history of every meeting, call, letter, email and task you have completed for the contact. Attach any electronic document to the contact for easy retrieval. Delegate a task to your assistant to send a welcome package to a new client and find out if and when it was sent. Keep in constant contact with your best clients and prospects. Contact Management Systems will help you better organize your current system of managing contact/relationships helping your business grow and flourish.
Q. I already use Sage ACT! but why should I consider Act4Advisors?
A. When you purchase ACT!, the basic ACT! database comes with only a few predefined fields that allow you to keep track of names, addresses, phone numbers and email address. To add or modify data fields and the layouts, the software requires customization. This customization demands extensive knowledge and time… time that most advisors don’t have to spare. Act4Advisors IS an ACT! database but it includes over 400 data fields specific to the financial professional’s practice. Fields added include contact, spouse and children information such as dates of birth and social security numbers, fields for account numbers and account registrations, insurance policies, net worth, securities held, suitability information and much more. Because Act4Advisors is used by thousands of other financial services professionals, it has become a “standardized” ACT! database. This allows us (or anyone else) to create interfaces to third party software programs and platforms. Without a standardized database, interfaces can only be written individually for each user’s database. This keeps industry platforms from interfacing with your ACT!.
Q. Can I import my existing data into Act4Advisors?
A. Most often, yes.
Sage ACT! has an import wizard allowing the importing of data from several sources. The existing data can be other ACT! databases, Comma or Tab delimited text files (ASCII), Microsoft Outlook, Palm Desktop and dBase III-V. Importing from another ACT! database will bring in all of your old notes, histories, activities, groups and any other data you have that can be “mapped” to the Act4Advisors fields. If you are using another database program, we may be able to import your data for an additional fee. As ACT! Certified Consultants, Allied Financial Software, Inc. can also import data from other third party programs such as Goldmine, dbCAMS+, EZ Data’s Client Data System and SmartOffice, FDP’s Contact Partner, Junxure, Brokers Helper, Brokers Ally and many more. Contact us at 800.831.7636 for more information or fill out a request form.
Q. Can I customize Act4Advisors?
A. YES. Since Act4Advisors IS an ACT! database, you can add your own customization. Also, Act4Advisors is compatible with most other ACT! add-ons giving you even more functionality and extensibility options.
Q. Can ACT! work with my PDA?
A. Yes. ACT! has built in integration with Windows Mobile Devices and Palm devices. Alternately, you can purchase an add-on program to interface ACT! to your Blackberry device or iPhone. Synchronization with these add-ons is available via both wired and internet sync.
Q. I often travel and am away from the office without internet connection. How can I access my database?
A. ACT! includes a feature for database synchronization. When you leave the office, your database on your laptop can record changes. When you are back in the office, you can synchronize your laptop database with the main database. Changes made to either database will merge into both.
Q. We have remote offices. How can we all share database?
A. There are several options for remote users including synchronization; remote access programs such as Gotomypc, Remote Desktop or you can alternately license a web version of ACT!
Q. What is the Act4Advisors' support policy?
A. Allied Financial Software, Inc. currently offers free telephone support for 30 days after purchase for installation issues only. After 30 days up to 12 months, any support issues that are sent to us via email or web site will incur no charge. After 30 days from purchase, telephone support is optionally offered under two options: Per Incident Support or Annual Support. Click here for more complete details on Act4Advisors' support policy > All support options allow us to connect to your computer (only with your approval of course). Remote access allows us to see your computer’s desktop and move your mouse. This saves you time and allows us to resolve issues quickly.
Q. What is the return policy for Act4Advisors?
A. We provide a conditional 30 day money back guarantee for the Act4Advisors Addon for ACT! software. This guarantee requires that you return the software, installation instructions and sales receipt for proper credit. Click here for more complete details on Act4Advisors return policy >
Q. What are the system requirements for Act4Advisors?
A. Since ACT! is the underlying program, Act4Advisors will follow Sage Software’s requirements for the version of ACT! you are using. Click here for ACT! 2009 System Requirements > We do recommend higher requirements for a better computing experience. ACT! 2009 and greater will work on Windows XP Home or Professional 32bit, Windows Vista 32 or 64bit, or Windows7 32 or 64bit. For workstations, we recommend Windows XP 32bit running a Pentium 4 2ghz processor or greater with at least 1GB of RAM. For Windows Vista workstations, we recommend 32bit and at least 2GB of RAM Servers running Windows Server 2003 or 2008 are supported.
Q. What other software does ACT! work with?
A. ACT! 2009 and 2010 works with MS Office 2003 and 2007. Sage ACT! 2011 works with MS Office 2010. It allows integration with MS Word, MS Excel and MS Outlook.
Act4Advisors also works with Laser App and QuikForms
Professional solutions that will help you get the most out of your ACT! software
Addons for ACT! blend seamlessly with Sage ACT! letting you customize ACT! to the way you do business. Click here for a complete list of Addons for ACT!
ACT! Email Connect
With ACT! Email Connect for MS Outlook, you can start your Outlook email directly in Sage ACT! and send email from Outlook or send and attach to ACT!. No ACT! email client or ACT! addressbook is needed.
More Details | Order Here!
ACT! E-Marketing
Swiftpage gives you the tools to create beautiful email templates, send directly from your database and track your messages. You can also schedule to send, or choose to send as a different user or the record manager of each contact.
More Details
ACT! Training Videos
Mondo Media provides ACT! training videos that help sales professionals, information technology professionals and customer service staff get the most out of ACT! software.
More Details | Order Here!
CompanionLink
Sync your Sage ACT! CRM data with all the latest Blackberry, Windows Mobile, iPhone and Palm OS devices, or with Microsoft Outlook.
More Details | Order Here!
Handheld Contacts
ACT! for Blackberry, Pocket PC, and Treo Smartphones! Simple, reliable and secure. Handheld Contact is the best solution for getting ACT! on your phone.
More Details | Order Here!
Laser App Software
Easy to use, interactive form system for the independent financial advisor. Laser App uses your broker, rep, and client data to assist you in filling out the tedious and redundant fields in securities and annuity forms.
More Details | Order Here!
Scan&Organize Addon for ACT!
Scan, attach, and manage documents within ACT! and become paperless.
More Details | Order Here!
Act4Advisors Addon for ACT! v3
Customized ACT! for Financial Services Professionals.
Note: Online orders are available for US residents only. Canada and International sales please call 1.770.475.0495 x1 or email sales@software4advisors.com for purchasing assistance Monday - Friday 9AM - 6PM EDT.
**Requires Sage ACT! version 2009 or newer
Act4Advisors Upgrade Pricing
Note: To purchase this, you must have purchased a previous version of Act4Advisors (Act4Advisors version 1 or 2).
**Requires Sage ACT! version 2009 or newer
*Act4Advisors License Note: Each Act4Advisors license includes one Act4Advisors database that can be installed on one computer. The license level is based on the number of active users who have login rights to the database. License level’s include Single User, 2 User, 3-5 User, 6-10 User, etc.
* Note on migrating/converting your current data: The price of the software does not include data conversions or import from any program. Click here to read disclaimer >