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Act4Advisors utilizes the most popular contact management system, ACT!. ACT! has excellent features and is one of the easiest to use contact management systems on the market. Act4Advisors simply customizes ACT! for a financial services practice. Act4Advisors enables you to organize prospect and client data and stay on top of activities to keep pace with your demanding schedule. Act4Advisors Addon for ACT! is designed specifically for financial services professionals.

  • Personal Information
  • Basic Account and Insurance Information
  • Custom Reports
  • Web Portal
  • Document Management with Scanning Capabilities.

Companies that integrate with Act4Advisors

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Money Tree
Money Tree
Money Tree Software offers professional financial planning solutions for advisors.

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