Act4Advisors uses the world’s most popular contact management software, Sage ACT!, customizing its interface and data structure specifically for financial professionals such as investment advisors, financial planners and insurance professionals. Act4Advisors enhances the ACT! software so that advisors 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.
INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA’s iPM Portfolio Architect AI is the investment industry’s first portfolio construction, modeling,... Read More
The Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access.
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 features are retained including notes, histories, calendar and task list, groups, mail merging, Outlook... Read more
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 you to link to the desired Windows folder for each contact, company, opportunity and/or group and manage... Read more