ACT! for Financial Professionals Solutions Important Announcement
Over the past several releases, exciting new features and extensive usability enhancements have been added to Sage ACT!. In addition, Sage has introduced powerful subscription-based services that work with Sage ACT!. These include sales and marketing services, plus the new Sage ACT! Connect, which gives Sage ACT! customers the ability to access critical contact and calendar details from popular smartphones and web browsers on a laptop and tablet, like the iPad®1.
In order to focus on the future successes of these significant advancements and others, Sage will no longer develop ACT! by Sage for Financial Professionals Solutions.
What does this mean? Sales of new and additional licenses of ACT! for Financial Professionals Solutions 2010 (v12) will no longer be available as of 11/30/11. Technical support will no longer be available as of the dates listed below (see chart). If you have an active support plan, you will continue to receive technical support until that contract expires.
| ACT! for Financial Professionals Solutions |
Sales Retirement |
Technical Support Retirement |
ACT! by Sage for Financial Professionals 2010 (v12)
ACT! by Sage Premium for Financial Professionals 2010 (v12) |
11/30/11 |
7/31/13 |
ACT! by Sage for Financial Professionals 2009 (v11)
ACT! by Sage Premium for Financial Professionals 2009 (v11) |
Sales of new and additional licenses no longer available |
7/31/12 |
ACT! by Sage for Financial Professionals 2008 (v10)
ACT! by Sage Premium for Financial Professionals 2008 (v10) |
Sales of new and additional licenses no longer available |
11/30/11 |
ACT! by Sage for Financial Professionals 2007 (v9)
ACT! by Sage Premium for Financial Professionals 2007 (v9) |
Sales of new and additional licenses no longer available |
Unsupported |
What options are available?
- Upgrade to Sage ACT! 2012. You have the option to upgrade the latest version of Sage ACT!—Sage ACT! 2012 at an exclusive 30%** discount. Call 877-854-1637 or contact your Sage ACT! Certified Consultant* to secure your copy. Visit www.act.com/upgrade to learn more about the features included with Sage ACT! 2012. If you decide to upgrade to Sage ACT! 2012, please download the upgrade documentation to help ensure a successful upgrade.
- Upgrade to the latest version of ACT! for Financial Professionals Solutions. You have the option to upgrade to the latest version of ACT! for Financial Professionals Solutions—ACT! by Sage for Financial Professionals 2010 (v12) and ACT! by Sage Premium Financial Professionals 2010 (v12) until 11/30/11. If you choose to do so, please note the Sales and Technical Support Retirement dates listed above (see chart). Call 877-854-1637 or contact your Sage ACT! Certified Consultant* for more information.
- Migrate to Act4Advisors. You have the option to migrate to Act4Advisors, a customized version of Sage ACT! designed specifically for Financial Planners, Investment Advisors, and Insurance Professionals. Act4Advisors is a third-party product developed and supported by Software4Advisors, a Sage ACT! Certified Consultant*.
Visit the Software4Advisors website to learn more.
- Continue usage of your existing version of ACT! for Financial Professionals Solutions. You have the option to continue usage of your existing version of ACT! for Financial Professionals Solutions. If you choose to do so, please note the Sales and Technical Support Retirement dates listed above (see chart).
For help with these options:
- Call the Sage ACT! Sales Team at 877-854-1637
- Contact your Sage ACT! Certified Consultant* or find one here
