Act4Advisors customized ACT! Client and Contact Management Software for Financial Services Professionals - Financial Planners, Investment Advisors, and Insurance Professionals.
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Act4Advisors customized ACT! Client and Contact Management Software for Financial Services Professionals | promo.act4advisors.com Reviews
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Act4Advisors customized ACT! Client and Contact Management Software for Financial Services Professionals - Financial Planners, Investment Advisors, and Insurance Professionals.
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Act4Advisors Testimonials
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I was on the Bill Good system for about seven years and had nothing but problems. After a very thoroughly due diligence process of all the contact management systems available I decided to go with Act4Advisors. Why did I wait so long? Eric Baertels, CRPC, CIMA. Thank you very much. Dollars and Sense Financial Services. Act4Advisors has helped my business more than any other software I have purchased. I can't imagine running a financial planning business without it and the tech support is world class.
Act4Advisors CRM Software
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4Advisors 3.0 Home Page. By Sage Standard or Premium? License and Support Policy. Allied Financial Software, Inc. Knowledgebase. Software for Financial Services Professionals. Sales: 800.831.7636. Schedule a live demo. By Sage 2009 Tour. If you have a support issue, go to our knowledgebase: kb.actforadvisors.com. To contact support click here. Is a registered trademark of Sage Software, Inc. Act4Advisors Addon for ACT! Financial CRM Software Blog.
Act4Advisors Support
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In January 2008, we began a new support policy allowing our customers the best possible solutions for supporting ACT! And Act4Advisors. Due to our rapid growth in the number of customers, we have had to implement this new policy to better serve all customers and we hope you will follow our guidelines. After 30 days from purchase, telephone support is offered under two options: Per Incident Support or Prepaid Annual Support. For business reasons, we have the right to limit the length of each telephone cal...
ACT! for Financial Services Professionals
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If you plan on buying a new computer, here are some things you should know:. 60 has limited compatibility with Microsoft Vista and is not supported. 2. ACT! 60 is not compatible with Microsoft Office 2007. 3. ACT! 60 is no longer sold or support by Sage Software. By Sage 2009 combined with 4Advisors 3.0 is compatible with Microsoft Vista, Office 2007 and on Vista 64 bit computers! 10 Critical things you can't do with ACT! 60 but you can with ACT! By Sage 2009 or ACT! Includes a secure Microsoft SQL datab...
ACT! by Sage CRM
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Check out the robust features in ACT! By Sage and ACT! By Sage Premium Solutions to find. Out which solution meets your needs. Call 1-800-831-7636 or e-mail sales@software4advisors.com. Contact and Customer Management. Maintain contact details, notes, history, activities, opportunities, documents, secondary contacts, and more on. Duplicate checking and the ability to merge records. Unlimited date- and time-stamped Notes and History. Share Notes and History between multiple contacts. Lookups on all fields.
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Act4Advisors customized ACT! Client and Contact Management Software for Financial Services Professionals
Act4Advisors Addon for ACT! 4Advisors 3.0 Addon for ACT! Is a customized ACT! Database template and program designed specifically for Financial Planners, Investment Advisors and Insurance Agents. With over 20 years of experience in the financial services industry combined with ACT’s contact management expertise, Allied Financial Software, Inc. has created a system that meets the client management needs of most financial professionals. 4Advisors 3.0 Addon for ACT! Customized for Financial Professionals.
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