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Customer Relationship Management
for Customer-Driven Companies
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Customer Relationship Management
Financial Software Solutions
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About Allied Financial Software, Inc.:
Act4Advisors uses the world’s most popular contact management software, ACT! by Sage, customizing its interface and data structure specifically for financial professionals such as investment advisors, planners and insurance agents. Act4Advisors enhances the ACT! software so that FA’s can fully utilize the exceptional contact management features available in ACT! Features include scanning and document management, RMD date update, age calc, address handling, advanced search capability and more.
Products by Allied Financial Software, Inc.
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Available from: Allied Financial Software, Inc.
Act4Advisors is a customized Sage ACT! database designed specifically for investment advisors and financial planners who use the Sage ACT! CRM software. All of ACT!'s client management... Read More
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Available from: Allied Financial Software, Inc.
The Scan&Organize Addon for Sage ACT! allows document management INSIDE of the ACT! interface. Scan and Org creates a tab in your ACT! layouts called 'Organizer'. The Organizer tab allows... Read More
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