Act4Advisors - INSART

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Act4Advisors

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About

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.

Contacts

http://act4advisors.com/

support@software4advisors.com

https://twitter.com/Act4Advisors

Products / Services

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

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

Integrations

Integrations: 8

Partnership: 0

Money Tree

Analytics, Financial Planning, Investment Research

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