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WHAT'S NEW WITH ACT!?:
ACT! by Sage for Financial Professionals 9.0 Launch

ACT! for Financial Professionals

ACT! for Financial Professionals, launched on June 6th, provides Financial Advisors (FAs) with a solution that combines the ease of use and extensive contact management capabilities of ACT! and the ability to capture and maintain a comprehensive picture of their clients' financial life. FAs using ACT! for Financial Professionals gain sales tools that enable client retention and growth and a centralized database for greater consistency and reduced errors.

Additionally, with the purchase of ACT! for Financial Professionals, Sage Software provides ACT! Business Care[1], delivering the resources FAs need to quickly be productive. ACT! Business Care is an automatically renewing maintenance and support service that provides customers with 12 months of upgrades[2] and updates to ACT! for Financial Professionals and 12 months of support.


ACT! Premium Dual Access

ACT! by Sage for Premium Dual Access Release

ACT! Premium Dual Access, released on April 16th, is composed of ACT! Premium and ACT! Premium for Web – sold together at one low price. It's recommended for small to mid-sized businesses and teams of selling professionals (teams of 6 or more) who require ACT! Premium Platform functionality, including workgroup features, centralized administration, advanced security, advanced opportunity tracking, and flexible Windows® and Web deployment options.

ACT! Premium Dual Access includes a maintenance and technical support plan, ACT! Business Care, which is an automatically renewing maintenance and support service that provides customers with 12 months of upgrades and updates to ACT! Premium Dual Access and 12 months of support. For more information about ACT! Premium Dual Access or ACT! Business Care, contact your ACT! Corporate License salesperson directly, or call 1-866-421-7752, or email corporatelicensing.act@sage.com.

 

[1] Your ACT! Business Care Plan (which includes product upgrades, product updates and customer support) will be renewed automatically each year on the anniversary date of your purchase, at the then current renewal price, unless you terminate your agreement 5 business days prior to that date. Renewal is not required for continued access to product updates.

[2] Product upgrades include an upgrade to ACT! by Sage for Financial Professionals or ACT! by Sage Premium for Financial Professionals for one year from the date of purchase, not the next version of ACT! by Sage or ACT! by Sage Premium for Workgroups (EX Edition).  Access to support is available for one year from the date of purchase. See http://www.act.com/affp for more information.

 


 

 

   
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