Customized Contact, Client and Office Management for Financial Advisors

Act4Advisors 2.0 requires ACT! Version 6.0 (2004)

“Frequent contact with customers, or "relationship management," is important in building a successful business. The payback is clear: Retaining current customers costs five to seven times less than finding new ones. Studies show that over a lifetime, loyal customers purchase more, cost less to sell to, and will refer five other people to a business.”
Author: Mangala Jagadeesan ~ TICKER Magazine
See the Article [PDF Format]»

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.

“If ACT! is such a great product, why do you need ACT4Advisors? The answer is simple: ACT! is designed for general sales, not specifically for the financial-services industry. It is possible to customize ACT! to meet the needs of financial advisors, but to do so would be time consuming. Wouldn't you be better off purchasing a set of industry specific layouts, templates, and reports that were already customized for advisors? Well, that is exactly what ACT4Advisors offers.”
Author: Joel P. Bruckenstein ~ Morningstar Advisor
See the Article »

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.

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Act4Advisors is a custom ACT! database and layout template designed specifically for financial services professionals.   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. 

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ACT! has updated its packaging and pricing for ACT! 6.0. The box is now labeled as NEW for 2004 but it is still ACT! 6.03

The new box now includes ACT! for Pocket PC, ACT! Link for Palm and for a short time, ACT! for Palm OS.

The retail price of ACT! has increased to $249 from $199 but the Pocket PC Link and ACT! for Palm OS were previously sold separately at $39 and $79 respectively. They are now included in the box as part of ACT!. This is a great deal since 70% of ACT! users are using one of these PDA devices.

NOTE - We currently have in stock - ACT! 6.0 software and it does not include the Pocket PC, or the ACT! for Palm OS software.

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Requires ACT! Version 6.0

ACT!™ is the award-winning leader in contact management software. It gives you instant access to detailed contact and account information. You can also get sales tips from Dale Carnegie Training®, keep a complete history of your contact-related communications, and manage your schedule efficiently with ACT!. Enter here to view ACT! 6.0 features

ACT! gives you complete control of your client and prospect information but many investment professionals and financial planners are not getting maximum use of the power in ACT!  Since most professionals have not had time nor experience in customizing ACT! for their own needs, we have done it for you with Act4Advisors.

Computer/Processor: Pentium 350 MHz or higher

Memory: 128 MB or higher (more memory improves performance)
Note: If running WindowsXP, 256 MB or higher

Monitor: SVGA or higher resolution (800x600 or greater)

Modem: Windows-compatible modem required for auto-dialing or modem-based synchronization.

Other: Microsoft TAPI-enabled phone hardware and caller ID support to auto-find contacts

Installation requirements: Minimum 1MB of free hard disk drive space; Internet Connection - Internet Explorer 5 or later

ACT! works with these popular applications:
E-mail: Microsoft® Outlook 98, Outlook 2000, Outlook Express 5; Lotus® cc:Mail®, Notes 4.6 or later; Eudora Pro.ACT! also has a built-in Internet e-mail client (SMTP/POP3)

Word Processor: Microsoft® Word 2000, Word XP (2002). ACT! also contains a built-in word processor. Fax: WinFax PRO 8.03 or later; Microsoft Fax.

Investment Holdings Spreadsheet and Important Dates Report require Microsoft Excel 97 -2002(XP).

Supported operating systems & networks:
Microsoft® Windows 98/2000/,XP, NT® 4.0; Novell NetWare 3.12 or later; Microsoft Networks.

Note: We DO NOT recommend use of ACT! with wireless networks.

Customized ACT! Database for Financial Planners, Investment Advisors, and Insurance Professionals. > Requires ACT! 2004/6.0 > Act4Advisors Demo · · · ·

Requires ACT! by Sage 2007/2008/2009   Act4Advisors 2.0 Single User License $199.00 Act4Advisors 2.0 2 User Network License $299.00 Act4Advisors 2.0 3-5 User Network License $499.00 Act4Advisors 2.0 6-10 User Network License $899.00 Act4Advisors 2.0 to Laser App Interface (Requires Laser App Software) $99.00 Support Contract (limited to 6hrs per year) $349.00

Customized ACT! Software for Financial Planners, Investment Advisors, and Insurance Professionals. > Requires ACT! 6.0 > Act4Advisors to Laser App Interface is FREE with purchase! · · · ·

4Advisors 3.0 Single User License Paperless Office Pro $549.00 4Advisors 3.0 2 User Network License Paperless Office Pro $649.00 4Advisors 3.0 3-5 User Network License Paperless Office Pro $849.00 4Advisors 3.0 6-10 User Network License Paperless Office Pro $1249.00