ACT for Financial Advisors, asset allocation, portfolio management and financial planning. Your critical information, all in one place. Financial services professionals that use the widely acclaimed ACT ACT CRM Software has proven itself by bringing ease of use and powerful features that even a novice can master in just a few minutes. In order to get the most out of ACT, users need a customized ACT CRM interface for business tracking and easy access to data that is essential to their practice. What is Act. 4AdvisorsAct. Advisors utilizes the most popular contact management system, ACT ACT has excellent features and is one of the easiest to use contact management systems on the market. Act. 4Advisors simply customizes ACT Act. Advisors enables you to organize prospect and client data and stay on top of activities to keep pace with your demanding schedule. Act. 4Advisors Addon for ACTLearn More Attend a Live Demo Buy Now ACT Like the millions of individuals in small businesses and sales teams who use ACT, youll always be prepared with recent emails, meeting notes, task reminders, and social media profiles, because all of these details live in one place. You can even use ACT The bottom line, ACT Why ACT ACT helps you get more of what you value mosttime and moneyby automating key activities, taking customer communications to the next level, and unlocking a rich source of new leads. Let ACT Smart Tasks handle the things you need to get done every day. Think of this as a personal assistant that puts activities on your calendar and sends emails for you so your customers get the service they expect. Amp up the emails you send by using professionally designed email marketing templates. Smart Tasks. Once your customers are taken care of, shift your focus to Sage Business Info Services for ACT Hoovers and puts them directly into ACT Integrate ACT with everyday applications. Event management software for events venues. Integrated booking, registration, sales CRM, reporting, accounting, venue management more. Asset Allocation software, Client and Contact Management software, Portfolio Management and Financial Planning software for investment professionals. ACT can be used out of the box or customized to suit your needs, and also integrates with everyday tools like Microsoft Outlook, Word, and Excel. With ACT youll have critical contact details at your fingertips so you can focus on whats most important to your business building strong customer relationships. Learn More Attend a Live Demo Buy Now Rid yourself of Unnecessary Paper and have Immediate Access to clientcustomer files from within the ACTConnect your ACT Contacts to their associated documents and folders inside of ACT Simply lookup the contact, company or group and click on the Organizer tab. Crack File For Prince Of Persia 3D Movie on this page. The contents of the linked folder are automatically displayed. Features Include Navigate to client folders Scan PDF, JPG, BMP, Tiff, and PNG Drag and drop files and e mails directly into the contacts folder Double click on contacts folder to lookup contact in ACT And so much moreLearn More Attend a Live Demo Buy Now Professional solutions that will help you get the most out of your ACT Addons for ACT blend seamlessly with Sage ACT ACT to the way you do business. Click here for a complete list of Addons for ACTSystems management refers to enterprisewide administration of distributed systems including and commonly in practice computer systems. Systems. ACT Email Connect With ACT Email Connect for MS Outlook, you can start your Outlook email directly in Sage ACT Outlook or send and attach to ACTCertify is the leading cloudbased travel and expense report management solution for companies of all sizes. No ACT email client or ACT 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. ACTTraining Videos. Mondo Media provides ACT ACT software. More Details Order Here Companion. Link. Sync your Sage ACT CRM data with all the latest Blackberry, Windows Mobile, i. Phone and Palm OS devices, or with Microsoft Outlook. More Details Order HereHandheld Contacts ACT Blackberry, Pocket PC, and Treo Smartphones Simple, reliable and secure. Client Management Software Personal Training' title='Client Management Software Personal Training' />Handheld Contact is the best solution for getting ACT 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 More Details Order HereOur Company. Since 1. Allied Financial Software, Inc. Act. 4Advisors Addon for ACT Scan and Organize has been providing software solutions to the financial services industry. Our background as Certified Financial Planners, Registered Investment Advisors and Registered Representatives has enabled us to better understand the investment professionals software needs. We have established partnerships with some of the best financial services software companies to help us deliver the most appropriate products and services to you. Take the time to view our products and services and find out for yourself how we can help you attain your goals. Our Goal. Our goal is to help investment professionals find the right kind of software for the way they do business. Since your business focus can center around financial planning, asset allocation, portfolio management or investment and insurance product sales, different software solutions apply to each of these respective practices. Our Experience. Developed by ACT Certified Consultant Certified Financial Planner Past Vice President of a large broker dealer Series 7 and 2. Business Development Consultant for the Financial Services Industry Financial Services experience since 1. Practice Management Solution, FSC Practice Management Solutions, Practice Management Software, CRM for Financial, ACT Financial Advisors, client and contact management software, crm software, asset allocation software, portfolio management software, financial planning software, registered reps. Practice Management Solution, FSC Practice Management Solutions, Practice Management Software, CRM for Financial, ACT Financial Advisors, client and contact management software, crm software, asset allocation software, portfolio management software, financial planning software, registered reps. A middle ground CRM program that will meet many advisors needs. If ACT is such a great product, why do you need ACT4. Advisors The answer is simple ACT It is possible to customize ACT Wouldnt 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 ACT4. Advisors offers. See the Article. While Cuomos firm does not track all of its clients investments from within ACT4. Advisors, she still finds the Security Quote field on the Investment tab very useful. A number of clients call from time to time for stock quotes, she says. If I enter the stocks in the Security Quote field, I can obtain quotes right from their contact record within ACT4. Advisors. The primary advantage of ACT4. Advisors is that advisors receive a highly customized version of ACT ACT combined with ACT4. Advisors is a bargain, says Michael Dubis, president of Touchstone Financial, in Madison, Wisc. Its easy to use, says Dubis. Its detailed enough to be just right, but not too detailed that you never want to use it. Cuomo agrees Its really powerful, but not difficult. The group of users I spoke with had good things to say about service and support. Dubis described ACT4. Advisor as very responsive and patient.