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.ĪCT! combined with the Act4Advisors add-on helps you manage relationships by managing data and processes. Most advisors are inundated with data and they must be able retain and access information quickly and easily. Contact management systems organize time and client data. Why should I consider a contact management system?Ī.
Act4Advisors eliminates the time needed to customize the ACT! database. (AFS), Act4Advisors is a customized ACT! database, layouts, reports, queries and other plugin files designed specifically for financial services professionals who use the ACT! software. Created by Allied Financial Software, Inc. What is the Act4Advisors Addon for ACT!?Ī. Calculates Ages individually and globally.Performs one button "Contains" queries on any field without using ACT!'s advanced query.
Helps Manage Client Documents by automatically navigating to the client's folder on a network or local PC from within ACT! (Basic Bundle Version).Scanning Feature to scan documents directly into the client folder (Basic Bundle Version) "Lean" use of fields means faster and more optimal searching, sorting, mail merging and maintenance.Built in letters for marketing and client service.New Business and Delivery, Seminar Planning and more.Built in automation for Workflow including Activity Series for Drip Marketing, ACAT's, Insurance.Tracks Employee Benefits and Qualified Plans.Custom reports for Birthdays, Anniversaries and other important dates.Manages Preferred Mail Address for easy mail merging, labels and envelopes.Add’s custom lookups and automatic group membership.Auto-fills the Spouse Last Name and Salutation.Calculates the Required Distribution Date from the Date of Birth entry.Personal data fields for your client’s and prospect's personal information including dates of birth, social security numbers, drivers license numbers, phone numbers, multiple address fields, hobbies, clubs, tax information, etc.Fully customized ACT! database with various data fields specific to a financial services office.
Act4Advisors Customized for Financial Services Professionals
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