Software4advisors is a leading provider of customized CRM software solutions for financial services professionals. Their flagship product, Act4Advisors, is a specialized version of the popular ACT contact management system that is designed specifically for the unique needs of financial planners and advisors. With Act4Advisors, users can easily organize prospect and client data, stay on top of activities, and streamline their practice management, allowing them to focus on building strong customer relationships and growing their business.
Act4Advisors offers a range of addons for ACT, including ACT Email Connect, ACT E-Marketing, ACT Training Videos, CompanionLink, and Handheld Contacts, which seamlessly integrate with Sage ACT to enhance its functionality and customization options. With these addons, users can streamline their email communications, create beautiful email templates, sync their CRM data with mobile devices, and access ACT on-the-go. Software4advisors is dedicated to helping financial services professionals get the most out of their ACT software, providing them with the tools and support they need to succeed in their practice.
Generated from the website