Allied Financial Software, Inc. (AFS) has teamed with Cygnus to develop an interface between IncomeMax software and ACT! with Act4Advisors.

ACT! is the number one selling contact management program is the world with over 4 million users and over 16,000 corporate accounts. ACT!'s features include date and time stamped Notes, Task List and Activities, Shared Calendars, Contact History, Sales and Oppotunities Tracking, easy Search and Sort Functions, flexible Reporting capabilities and much more. With ACT! you can easily mail merge letters, emails and faxes with little or no instruction and attach the email and letters to the contact record. You can create labels and envelopes in MS Word or ACT!'s built in word processor or link your data to an Excel spreadsheet. You can even syncronize ACT! with your Palm or Pocket PC. Click here for details on ACT! »

ACT! is a fanastic contact management system but requires extensive customization for financial services professionals.

Act4Advisors is a customized ACT! database and design that turns ACT! into a full blown client and contact management system for investment advisors, financial planners and insurance professionals. Act4Advisors allows you to track contact information that ACT! does not track such as Personal and Family Information, Family Financial Information, Alternate Addresses with Preferred Mailing Address Handling, Insurance and Suitability info and much more. Act4Advisors also allows scanning and document management within its ACT! interface. You can scan documents directly into the contact's screen minimizing the paper on your desk but giving you immediate access to the document on your computer or network. Click here for more details »

Cygnus Software, Inc. develops needs analysis and retirement planning sales solutions for insurance and financial planing professionals.

Cygnus Software’s IncomeMax enables agents and advisors to rapidly perform needs analysis, create a financial “Call to Action”, position their products and along the way build the client confidence required to close a sale.

Based in Colorado Springs, Colorado, Cygnus Software has a skilled team working together to create products that solve clients real world financial problems and enhance professionals ability to close sales.

The Cygnus Software, Inc. mission is clear:

To provide professionals with practical (easy to use, yet powerful) insurance and financial planning sales solutions. Click here for more details »