Products & Solutions

Designed specifically for financial services professionals, ACT! for Financial Professionals delivers comprehensive contact and compliance management solutions that equip you and/or your team with the tools you need to enhance client retention and growth while helping you maintain corporate compliance and tracking standards.

Why Choose ACT! for Financial Professionals?

• Capture, centralize, and secure business-critical data.
• Stay in touch with your clients, wherever you are.
• Stay on top of your schedule and tasks for razor-sharp focus./li>
• Stay focused on clients with built-in processes.
• Improve business predictability with reporting tools.
• Find the right information fast for better service.
• Encourage client trust using quality marketing.
• Speed time to productivity with additional resources.

Additionally, your ACT! for Financial Professionals purchase includes ACT! Business Care, an exceptional maintenance service plan that includes priority access to senior product support specialists, and product upgrades and updates, all ensuring the best possible experience for your organization.

Should you be considering ACT! Premium for Financial Professionals?

In addition to ACT! by Sage for Financial Professionals (10.0), we offer ACT! by Sage Premium for Financial Professionals (10.0). ACT! for Financial Professionals is ideal for individual financial advisors, small teams of up to 10 networked users¹ , or large disparate workforces that don’t require data sharing. ACT! Premium for Financial Professionals meets the needs of larger workgroups and teams of financial advisors². In addition, it offers functionality such as centralized administration, advanced security features at the user and contact level, and automatic database synchronization, backup, and maintenance which facilitates administration and support for corporate administrators or IT.

^{1. You must purchase one license of ACT! per user.}

^{2. Scalability will vary based on hardware and size and usage of your database. Published minimum system requirements found at: www.act.com/2008systreq are based on single user environments. You must purchase one license of ACT! per user.}

ACT! for Financial Professionals, a comprehensive contact and compliance management solution, delivers all the great productivity features included with ACT!, plus additional ways to capture key financial information required for tracking critical client relationships. With ACT! for Financial Professionals you’ll benefit from custom layouts as well as features and functionality designed specifically for financial services professionals so you’ll have more time to focus on what’s important – acceleration of prospect closings and up-sell to existing clients.

Why Choose ACT! for Financial Professionals?

In addition to what’s already included in ACT!, you can

• Capture key contact, account, investment, and financial planning information in custom tabs designed for financial services professionals.
• Quickly update the primary address for a client to ensure communications are received in a timely manner.
• Assist with compliance reporting.
• Easily identify high priority clients with the Category and Tier fields for custom service.
• Customize¹ your data records to align with your business and client base.
• Bookmark a Contact for easy navigation and a reminder of any immediate associated action.
• Maintain complete information by identifying any missing fields associated with each contact.

^{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).}