contact management software
Financial CRM Software
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Contact Management software
Contact Management software
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Act4Advisors Only
ACT! Only
Bundled Packages 
 
Customized CRM Basic Bundles

Basic Bundle

Sage ACT! 2009 Standard, 4Advisors 3.0 Addon for ACT!, and Scan&Organize Addon for ACT! are included in the Basic Bundle package.

Save $30 - $150

Client Management Software
Contact Management Software
 
Retail
Promo
 
4Advisors v3 Single User Upgrade Bundled with 1 ACT! Lic.
$ 389.00
$ 359.00
Basic Bundle
4Advisors v3 2 User Upgrade Bundled with 2 ACT! Lic.
$ 659.00
$ 599.00
Basic Bundle
4Advisors v3 3-5 User Upgrade Bundled with 3 ACT! Lic.
$ 1039.00
$ 979.00
Basic Bundle
4Advisors v3 3-5 User Upgrade Bundled with 4 ACT! Lic.
$ 1199.00
$ 1159.00
Basic Bundle
4Advisors v3 3-5 User Upgrade Bundled with 5 ACT! Lic.
$ 1369.00
$ 1299.00
Basic Bundle
4Advisors v3 6-10 User Upgrade Bundled with 6 ACT! Lic.
$ 1949.00
$ 1799.00
Basic Bundle
4Advisors v3 6-10 User Upgrade Bundled with 7 ACT! Lic.
$ 2124.00
$ 1969.00
Basic Bundle
4Advisors v3 6-10 User Upgrade Bundled with 8 ACT! Lic.
$ 2299.00
$ 2139.00
Basic Bundle
4Advisors v3 6-10 User Upgrade Bundled with 9 ACT! Lic.
$ 2474.00
$ 2299.00
Basic Bundle
4Advisors v3 6-10 User Upgrade Bundled with 10 ACT! Lic.
$ 2599.00
$ 2449.00
Basic Bundle
Contact Management Software
contact management software

*Act4Advisors License Note: Each Act4Advisors license includes one Act4Advisors database that can be installed on one computer.

The license level is based on the number of active users who have login rights to the database. License level’s include Single User, 2 User, 3-5 User, 6-10 User, etc.

* Note on migrating/converting your current data: The price of the software does not include data conversions or import from any program. Please read disclaimer >

customer management software
Contact Management Software
4Advisors 3.0 - 10 User License Bundled with 6 ACT! Premium EX
CALL
4Advisors 3.0 - 10 User License Bundled with 7 ACT! Premium EX
CALL
4Advisors 3.0 - 10 User License Bundled with 8 ACT! Premium EX
CALL
4Advisors 3.0 - 10 User License Bundled with 9 ACT! Premium EX
CALL
4Advisors 3.0 - 10 User License Bundled with 10 ACT! Premium EX
CALL
4Advisors 3.0 - 15 User License Bundled with 15 ACT! Premium EX
CALL
Contact Management Software
broker management software

*Sage ACT! Standard and Premium comparision chart >
Note: Sage ACT! (Standard version) can only be used with up to 10 users sharing one database. If customer adds an 11th user or greater, ALL users must upgrade to the ACT! Premium EX or ST.

broker dealer software

Cambridge Investement Research Reps receives 10% off on Act4Advisors!

Act4Advisors Addon for ACT!

4Advisors Addon for ACT! v3

Customized ACT! for Financial Services Professionals. Scan&Organize is included with the purchase of Act4Advisors Addon for ACT!.
Requires Sage ACT! 2007/2008/2009
Save $20 - $120

Requires Sage ACT! 2007/2008/2009
Retail
Promo
 
4Advisors v3-Single User License (Save $20)
$ 199.00
$ 179.00
4Advisors Addon for ACT
4Advisors v3-2 User Network License (Save $30)
$ 299.00
$ 269.00
4Advisors Addon for ACT CRM 2 User
4Advisors v3-5 User Network License (Save $50)
$ 499.00
$ 449.00
4Advisors Addon for ACT CRM 5 User
4Advisors v3-10 User Network License (Save $100)
$ 899.00
$ 799.00
4Advisors Addon to ACT CRM 10 User License
4Advisors v3-15 User Network License (Save $120)
$ 1199.00
$ 1079.00
4Advisors Addon to ACT CRM 10 User License

*Act4Advisors License Note: Each Act4Advisors license includes one Act4Advisors database that can be installed on one computer.

The license level is based on the number of active users who have login rights to the database. License level’s include Single User, 2 User, 3-5 User, 6-10 User, etc.

* Note on migrating/converting your current data: The price of the software does not include data conversions or import from any program. Please read disclaimer >

client management software

Sage ACT!

ACT! By Sage 2009

Sage ACT! is the #1 selling contact and customer manager that helps you organize contact information, manage daily responsibilities, and communicate more effectively to improve your productivity.

Contact and customer relationship
Contact Management Software
** Upgrades require previous ACT! license.
Retail
Promo
 
Sage ACT! 2009 (Save $50)
$ 249.00
$ 199.00
Sage ACT! Standard
Sage ACT! 2009 Upgrade ** (Save $20)
$ 169.00
$ 149.00
Sage ACT! Standard
Contact Management Software
client relationship

Client Management Software
Contact Management Software
** Upgrades require previous ACT! license.
Retail
Promo
 
ACT! Premium 2009 EX Edition (Save $50)
$ 449.00
$ 399.00
Sage ACT! Premium
ACT! Premium 2009 EX Upgrade ** (Save $30)
$ 289.00
$ 259.00
Sage ACT! Premium 5 User Pack
Contact Management Software
contact management software

*Sage ACT! Standard and Premium comparision chart >
Note: Sage ACT! (Standard version) can only be used with up to 10 users sharing one database. If customer adds an 11th user or greater, ALL users must upgrade to the ACT! Premium EX or ST.

* Note on migrating/converting your current data: The price of the software does not include data conversions or import from any program. Please read disclaimer >

registered rep software

The products and services highligted on the softwar4advisors.com website have undergone a product review by Allied Financial Software, Inc (AFS). AFS are resellers of most products listed on this website and are in no way liable or responsible for claims made related to the products or services provided by third party vendors. AFS does not warrant or guarantee the quality of products or services provided by the vendors. Please direct your inquiries regarding softwar4advisors.com website product warranties to the appropriate vendor.

1. You must purchase one license of 4Advisors Addon for ACT! per user.

2. You must purchase one license of Scan&Organize Addon for ACT! per user.

3. Scan&Organize Addon for ACT! requires a TWAIN Compliant Scanner.

4. Scan&Organize Addon for ACT! is not compatiblel on 64-bit computer (coming soon).

5. Published minimum system requirements are based on single user environments. Actual scalability and number of networked users supported will vary based on hardware and size and usage of your database. Sage Software scalability recommendations are based on in-house performance tests using the recommended server system requirements found at: Sage ACT! Requirements to ensure your system meets these requirements. You must have one license of ACT! per user.

Act4Advisors, 4Advisors Addon for ACT!, and Scan&Organize Addon for ACT! are trademarks of Allied Financial Software, Inc.

CRM Financial Software, Financial CRM Software, Contact Management Software, client management software


Contact Management Software
Customized for Registered Reps
Sales: 800.831.7636

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Technical Support:
If you have a support issue, go to our knowledgebase: kb.actforadvisors.com

To contact support click here>

 

Contact Management software
Contact Management software
ACT! is a registered trademark of Sage Software, Inc. Act4Advisors Addon for ACT! is a trademark of Allied Financial Software, Inc. Copyright 1999-2009 AFS
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