| Act4Advisors is a customized ACT! database design tailored for the financial service professional. With our 21 years of experience in financial services and ACT! by Sage's experience with contact management, we have designed Act4Advisors to meet the essential needs required by most financial professionals.
Our features include personal data fields (DOB's, Children, SSN, Drivers License, etc.); suspect and prospect tracking; service and marketing campaigns; insurance policies and accounts; tracking of birthdays, anniversaries, RMD, and other important dates; management of preferred mailing addresses; built in suitability and compliance capabilities; an interface to third party products and so much more. |
ACT! is a registered trademark of Sage Software, Inc. Copyright 1999-2007 Allied Financial Software, Inc.