Products by Act4Advisors

Find the right products and services for your business.

Rating: 5/5 - 1 review - write a review »

By 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 »

By Act4Advisors

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 »

Rate and Review Act4Advisors
Rating: 5/5 - 1 review

Let users know what you would have wanted to know about this company.

Write A Review