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ACT! by Sage for Financial Professionals

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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!


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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.

 

ACT! by Sage for Financial Professionals 11, a contact and client management solution that helps financial advisors develop their client and prospect relationships. ACT! by Sage Premium for Financial Professionals 11, also available today, helps larger advisor teams securely collaborate, share contacts, and manage activities on a shared database.

 

ACT! for Financial Professionals 11 features and enhancements include the ability to link relationships between multiple contacts, improved Microsoft® Outlook® integration, expanded search capabilities, and options for scheduling automated database maintenance.

 

ACT! for Financial Professionals helps users:

  • Capture and organize customer and prospect profile information with customizable data fields, tabs, and layouts specifically designed for financial advisors.
  • Leverage client networks by tracking households, relationships, and family members with quick visibility into conversations held with each.
  • Provide tailored levels of service appropriate for each client's financial status.
  • Maintain details of each client or prospect interaction with date and time stamping to help satisfy compliance requirements.
  • Analyze data with dashboard and reporting tools to gain insight into sales activities and make more informed business decisions.
  • Integrate ACT! data with other everyday applications including Microsoft® Outlook, Word, and Excel®.
  • Access ACT! data on-the-go with BlackBerry, iPhone, and Palm OS mobile devices.
Should you consider ACT! by Sage Premium for Financial Professionals 11?

In addition to ACT! for Financial Professionals 11, ACT! Premium for Financial Professionals 11 is also available. ACT! Premium for Financial Professionals is ideal for advisors to share and assign activity, opportunity, and contact data between advisors and other specialists who are working together. If you have larger workgroups and teams of financial professionals and need the additional security features and functionality, ACT! Premium for Financial Professionals is the choice for you.

ACT! by Sage for Financial Professionals Product Brief (pdf)

What's New in Version 11 (pdf)

 

 ACT! by Sage for Financial ProfessionalsACT! by Sage Premium for Financial Professionals

 

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ACT! Certified ConsultantPeachtree Certified ConsultantSage Certified ConsultantCertified Management Consultant

What's New

February 2010
Don Joseph featured speaker on Drip Marketing to Midwest Society of Professional Consultants on February 3--full details

January 2010
Northbrook Consulting Group has first-ever installation Sage KnowledgeSync Business Activity Montoring software with Sage BusinessWorks client to insure response to key business events.

December 2009
Don Joseph discusses ACT! 2010 new features with Larry Ritter, Sage senior vice president and general manager of CRM Applications, at ACT! by Sage Townhall (Chicago)

November 2009
Sage BusinessWorks 2010 is released with exciting new features.

Now is the time to order your year-end tax forms.

October 2009
ACT by Sage 2010 receives Editors' Choice Award from PC Mag.com.

Modern Contractor Solutions discusses the time-saving and cost-saving benefits of the new features in Peachtree by Sage: Small Firm, Big Opportunity

September 2009
ACT! by Sage 2010 (12.0) is released.. New features and enhancements will automatically go to those with ACT! Platinum Care or ACT! Total Care.

August 2009
Stonefield Query for ACT!, our featured add-on product, is a user-friendly database report writing, query, and data mining tool designed specifically for ACT! by Sage.

ACT Platinum Care new benefits announced by Sage.

July 2009
Northbrook Consulting's Don Joseph receives Swiftpage Silver Drip Marketing Consultant Certification

Sage BusinessWorks 2010 enters alpha testing. New features announced.

June 2009
ACT! by Sage 2010 (12.0) enters beta testing. New features and enhancements will automatically go to those with ACT! Platinum Care or ACT! Total Care. Promotional prices extended on both.

May 2009
Don Joseph presents "Everything You Ever Wanted to Know About the ACT / Sage BusinessWorks Link and More" to Sage Partners as part of annual Sage Insights 2009 in Nashville

April 2009
Sage releases ACT! by Sage for Real Estate 11 and ACT! by Sage for Financial Professionals 11