Act4Advisors 2.0 - Customized Contact, Client and Office Management for Financial Advisors.
“Frequent contact with customers, or "relationship management," is important in building a successful business. The payback is clear: Retaining current customers costs five to seven times less than finding new ones. Studies show that over a lifetime, loyal customers purchase more, cost less to sell to, and will refer five other people to a business.”
Author: Mangala Jagadeesan ~ TICKER Magazine
See the Article [PDF Format]»
Investment professionals that use the widely acclaimed ACT! software know the power and advantages it brings to their financial practice. With over 3 million users worldwide and 10,000 corporate accounts, ACT! has proven itself by bringing ease of use and powerful features that even a novice can master in just a few minutes. But, to get the most out of ACT!, it is important that users customize the ACT! interface for easy access to the data they need to keep track of.
“If ACT! is such a great product, why do you need ACT4Advisors? The answer is simple: ACT! is designed for general sales, not specifically for the financial-services industry. It is possible to customize ACT! to meet the needs of financial advisors, but to do so would be time consuming. Wouldn't you be better off purchasing a set of industry specific layouts, templates, and reports that were already customized for advisors? Well, that is exactly what ACT4Advisors offers.”
Author: Joel P. Bruckenstein ~ Morningstar Advisor
See the Article »
Most ACT! users never have the time nor the expertise to customize their ACT! program. As a result, they never get the full power of what ACT! can do for them and their business. They miss opportunities and that means loss of revenue or worse yet LOST OPPORTUNITIES. |
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Act4Advisors 2.0 Customized ACT! for Financial Professionals
- Fully customized database with various data fields specific to a financial services office
- Personal data fields for your client's and prospect's personal information including dates of birth, social security numbers, drivers license numbers, phone numbers, various address fields, hobbies, clubs, tax information, etc.
- Scanning Feature to scan documents directly into the client folder
- Helps Manage Client Documents by automatically navigating to the client's folder on a network or local PC from within ACT!
- Produces client Stock Quotes from the internet
- Performs one button "Contains" queries on any field without using ACT!'s advanced query
- Investment Holdings Spreadsheet with database of over 8700 stocks and over 12,000 mutual funds that updates prices from the web
- Manages Preferred Mailing Addresses so one template can be used for any mailing
- Calculates Ages individually and globally
- Calculates the Required Distribution Date from the Date of Birth entry
- Calculates Retirement Date
- Auto-fills the Spouse Last Name
- Tracks Employee Benefits and Qualified Plans
- Built in Report Generator for Important Dates such as Birthdays, Anniversaries, Required Distributions, Retirement, Reviews, Insurance Anniversaries, Crummey Letters, etc.
- Built in Web portal for access to web based accounts and financial market content
- Vast array of customized reports for asset allocation, assets under management, referral sources, insurance policies, investment holdings, balance sheet, accounts, etc.
- Built in Best Practices Activity Series for Drip Marketing, ACAT's, Insurance New Business and Delivery, Seminar Planning, etc.
- Built in letters for marketing and client service
- Various templates and layouts for different resolutions and address preferences
- "Lean" Use of Fields means faster and more optimal use for searching, sorting, mail merging and maintenance
- Pre-Conversion Program for existing Act4Advisors users and users of multi-user ACT! databases
- Driving Direction integration is built in
- Mapping integration is built in
- Optional dbCAMS+ Portfolio Management Conversion Program and Interface
- Interfaces to optional Laser App
- Full telephone support is available ! ! !
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Act4Advisors FAQ
Q. What is Act4Advisors?
A. Created by Allied Financial Software, Inc. (AFS), Act4Advisors is a customized ACT! database, layouts, reports, queries and other files specifically for financial services professionals who use the ACT! software.
Q. Why should I consider a contact management system?
A. This is an excellent question. Contact management systems organize time and data. Most advisors are inundated with data they must be able retain and access quickly and easily. Without easy and fast access to client and prospect data, an advisor may lose critical information eventually costing the advisor a lost sale, a lost client or a lost career.
Sage ACT! and Act4Advisors helps you manage relationships by managing data and processes. With ACT!, you can:
- Remind yourself to call a special client on his birthday.
- Send out a disclosure letter to a new prospect.
- Enter a time stamped note about a concern the client has regarding a particular type of investment.
- Keep a history of every meeting, call, letter and task you have completed for the contact.
- Attach any electronic document to the contact for easy retrieval.
- Delegate a task to your assistant to send a welcome package to a new client and find out if and when it was sent.
- Keep in constant contact with your best clients and prospects.
- To summarize, Contact Management Systems by definition will help you better systemize the management of contacts (relationships.) helping your business grow and flourish.
Q. I already use Sage ACT! but why should I consider Act4Advisors?
A. When you purchase ACT!, the basic ACT! database comes with 70 predefined fields that allow you to keep track of names, addresses, phone numbers and emails. To add or modify data fields and the layouts, the software requires customization. This customization demands extensive knowledge and time… time that most advisors don’t have to spare. 4Advisors is an ACT! database but it includes over 280 data fields specific to the financial professional’s practice. Fields added include contact, spouse and children information such as dates of birth and social security numbers, fields for account numbers and account registrations, insurance policies, net worth, securities held, suitability information and much more.
Because Act4Advisors is used by thousands of other financial services professionals, it has become a “standardized” ACT! database. This allows us (or anyone else) to create interfaces to third party software programs and platforms. Without a standardized database, interfaces can only be written individually for each user’s database. This keeps industry platforms from interfacing with your ACT!.
Currently, we have developed an interface to Laser App Software. We also have plans for other interfaces for popular financial planning and portfolio management systems.
Q. Can I import my existing data into Act4Advisors?
A. Most often, yes.
Sage ACT! has an import wizard allowing the import of data from several sources. The existing data can be other ACT! databases, Comma or Tab delimited text files (ASCII), Microsoft Outlook, dBase III-V and Q&A 4 and 5. If you are using dbCAMS, you can purchase a separate conversion program from us developed by Custom Advisors Solutions. This dbCAMS Data Import Module brings in all related dbCAMS data including, contact, spouse, children, dates of birth, addresses, phones, social security numbers, notes, activities, groups and insurance policies. Importing from another ACT! database will bring in all of your old notes, histories, activities, groups and any other data you have that can be “mapped” to the 4Advisors fields. If you are using another database program, we may be able to import your data for an additional fee. Contact us at 800.831.7636 for more information or fill out a request form.
Q. What is the Act4Advisors' support policy?
A. Allied Financial Software, Inc. currently offers free telephone support for 30 days after purchase for installation issues only. After 30 days, any support issues that are sent to us via email or web site will incur no charge. The support email is support@software4advisors.com. After 30 days from purchase, telephone support is offered under two options: Per Incident Support or Prepaid Annual Support. Click here for more complete details on Act4Advisors' support policy.
Q. What is the return policy for Act4Advisors?
A. We provide a conditional 30 day money back guarantee for Act4Advisors software. This guarantee requires that you return the software, installation instructions and sales receipt for proper credit. Click here for more complete details on Act4Advisors return policy.
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ACT! Compatibility
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Sage ACT! 2007(9.0)
Sage ACT! 2008(10.0)
Sage ACT! 2009(11.0)
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ACT! 2004(6.0) |
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64 Bit Computers
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Yes
Compatible
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Not
Compatible |
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Platform |
SQL .Net 2.0 |
dBase |
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Customizable |
Yes |
Yes |
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| Free Email Support* |
Yes |
Yes |
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| Telephone Support** |
Free Installation Support 30 days from purchase. Support Contract is available. |
Free Installation Support 30 days from purchase. Support Contract is available. |
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| Scan&Organize |
Latest version 3.5 - Full Features
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Version 1 - Limited features |
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| Age Calc and Global Update |
Yes |
Yes |
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| Preferred Mailing Feature |
Yes
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Yes |
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| Investment Holding Spreadsheet |
Not Available
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Yes |
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| Customized Layout Size |
1024x768 and 1280x1024
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800x600 and 1024x768 |
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| Canadian Version Available |
Currently Not Available
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Yes |
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| Act4Advisors 2.0 Single User License (Requires ACT! 6.0) |
$ 199.00 |
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| 4Advisors v3 2 User Network License (Requires ACT! 6.0) |
$ 299.00 |
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| 4Advisors v3 3-5 User Network License (Requires ACT! 6.0) |
$ 499.00 |
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| 4Advisors v3 6-10 User Network License (Requires ACT! 6.0) |
$ 899.00 |
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| 4Advisors v3 15 User Network License (Requires ACT! 6.0) |
$ 1199.00 |
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*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.
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| Paperless Office Lite Single User License (Requires ACT! 6.0) |
$549.00 |
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| Paperless Office Lite Two User Network License (Requires ACT! 6.0) |
$649.00 |
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| Paperless Office Lite Five User Network License (Requires ACT! 6.0) |
$849.00 |
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| Paperless Office Lite Ten User Network License (Requires ACT! 6.0) |
$1249.00 |
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*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.
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ACT! for Financial Professionals
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