Act4Advisors

Rating: 5 - 1 review
11800 Northfall Lane, Suite 1404
Alpharetta, GA 30009

About Act4Advisors

  • 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.
Competitors of Act4Advisors
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  • CGI
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Products by Act4Advisors

  • Act4Advisors

    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

  • Scan and Organize for ACT!

    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