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.

Customized Features Include:

  • Personal Data Fields - (DOBs, Family Information, SSNs, Drivers Licenses, additional Phone Numbers and Address Fields, etc.)
  • Track various levels of Suspects and Prospects
  • Service and Marketing Campaigns
  • Insurance Policies and Accounts
  • Manage Preferred Mailing Address
  • Suitability and Compliance built in
  • Track Birthdays, Anniversaries, RMD, and other important dates
  • Interfaces to third party products and so much more.

What's new in ACT! by Sage 2008?

Your critical information, all in one place.

The all-new interactive ACT! Dashboard gives you a comprehensive glance at your key information in a visual easy-to-use format. Roll-up key activity and opportunity information all in the single Dashboard view with the information you need to tackle your day and be more productive.

Click here for more Details (Dashboard on pg. 12)


What's new in 4Advisors 3?

> New Tabs! New Look!

> Scan and Organize v3 is included with the purchase of 4Advisors 3.0

> Improved Preferred Mailing Feature

The Preferred Mailing Address feature automatically inserts the desired address into labels, envelopes, and letters. We have added new labels, envelope, and letter templates to reflect what is populated in the Preferred Mailing Address fields. The New Lock Address feature allows you to lock the Mail Name. See example below.

Lock Address Feature:

Enter in all the addresses then choose the desired preferred mailing address.

I chose “Home” in this example.

The MailName field is automatically populated with the Contact name for example “Sample Client”.

I wanted my labels, envelopes, and letters to show “Mr. and Mrs. Sample Client“ oppose to “Sample Client” so I made my change.

I then selected Lock Address. When performing the “Update Preferred Mailing Address”, all selected “Lock Address” will not be affected.

Should you have any additional questions, or if you are ready to place an order, please call 1-800-831-7636.

Sincerely,
Wendy Deemer
Director of Digital Communications
800.831.7636
http://act4advisors.com

 
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