Company Details
Competitors of Act4Advisors
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
Pivotal CRM for Financial Services is a powerful industry-specific customer relationship management solution for firms that want to use CRM strategically—to model, enhance, and streamline their unique sales, marketing, and customer service processes, not dictate them. Pivotal CRM addresses the... Read More
Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from... Read More
Products & Services
Act4Advisors
Act4Advisors is a customized Sage ACT! database designed specifically for investment advisors and financial planners...
Learn MoreScan and Organize for ACT!
The Scan&Organize Addon for Sage ACT! allows document management INSIDE of the ACT! interface. Scan and Org creates...
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