Available from 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 integration as well as Google integration. Smart phone integration and web based access are also available.
Act4Advisors add a custom interface including necessary fields to track personal information such as birthdays, tax ids and SSNs, driver’s licenses, family info including children and spouse data, accounts, insurance policies and suitability information related to the contact.
The Act4Advisors plugin automatically updates ages, RMD dates, birth text, preferred address, net worth calcs and much more. Customizable workflow has been added allowing users to assign multiple tasks to themselves or other users who share the database.
It also includes highly customized reports, marketing and service letters, dynamic query based groups, custom Avery labels and envelopes.
Optionally, you can add functionality for document management and scanning directly inside of the ACT! interface.
Act4Advisors is a very affordable CRM solutions without the need to purchase ongoing updates and upgrades each and every year. Annual ACT! upgrades are optionally available which further lowers the overall cost of ownership.