Products & Solutions

ACT! for Financial Professionals enables you to access relationship details instantly to impress clients with your recall of their information; leverage their friend and family networks; foster client loyalty with personalized communications and tailored service levels; and collaborate better with assistants and partners. And it even helps you satisfy compliance requirements!

Why Choose ACT! for Financial Professionals?

• Impress clients with your memory by organizing and quickly recalling their unique financial profile, interests, and other personal information.
• Leverage your client networks by tracking households, relationships, and family members with quick visibility into conversations you’ve had with each.
• Stay focused to make every client feel like your top priority.
• Foster client loyalty with well-timed and personal communications and by segmenting clients by profile for a tailored level of service.
• Collaborate better with your team with all business-critical client and prospect data centralized in one shared¹ location, and with critical notes to your assistant or other team members denoted with high visibility.
• Help satisfy compliance requirements by keeping details of each interaction with a client or prospect in a secured database with a date and time stamp.

Should You be Considering ACT! by Sage Premium for Financial Professionals?

ACT! by Sage Premium for Financial Professionals II meets the needs of larger workgroups and teams of advisors² and offers team security and functionality. It is ideal for advisor teams larger than 10 users to share and assign activity, opportunity, and contact data between advisors and assistants who are working together. With five levels of security and automatic database administration, ACT! Premium for Financial Professionals further enables collaboration and regulatory compliance.

^{1. Sharing data with more than 10 users requires purchase of ACT! Premium for Financial Professionals.}

^{2. Scalability will vary based on hardware and size and usage of your database. Published minimum system requirements found at: www.act.com/2009systreq are based on single user environments. You must purchase one license of ACT! per user.}

ACT! for Financial Professionals allows you to better track financial portfolios and personal profiles; segment your clients to provide superior, tailored service; keep up with clients moving between residences; and record critical notes with high visibility. This way you’ll have more time to focus on what’s important—maximizing your earning potential by attracting and retaining key clientele.

Why Choose ACT! for Financial Professionals?

• Get the contact management capabilities included with ACT!, plus fields and tabs designed for financial advisors, and further customize¹ any of these tools to your exact needs.
• Capture business-critical financial details about each client or prospect’s financial and personal profile.
• Leverage your client networks by tracking households, relationships, and family members with quick visibility into conversations you’ve had with each.
• Provide a tailored level of service on par with each client’s financial status by segmenting them according to their financial profile.
• Communicate to your team with critical notes to your assistant or other team members denoted with high visibility.
• Keep up with client addresses by keeping a primary address for a client current even if they have multiple residences.

^{1. All customization within design layout is allowed with exception of removing or adding ACT! for Financial Professionals custom controls (these include age text box, household text box, and custom button).}