Client Contact/Office
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Financial Planning
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Asset Allocation
› Analytics
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“A middle ground CRM program that will meet many advisors' needs.”

“If ACT! is such a great product, why do you need ACT4Advisors? The answer is simple: ACT! is designed for general sales, not specifically for the financial-services industry. It is possible to customize ACT! to meet the needs of financial advisors, but to do so would be time consuming. Wouldn't you be better off purchasing a set of industry specific layouts, templates, and reports that were already customized for advisors? Well, that is exactly what ACT4Advisors offers.”
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“While Cuomo's firm does not track all of its clients' investments from within ACT4Advisors, she still finds the Security Quote field on the Investment tab very useful. "A number of clients call from time to time for stock quotes," she says. "If I enter the stocks in the Security Quote field, I can obtain quotes right from their contact record within ACT4Advisors.”

“The primary advantage of ACT4Advisors is that advisors receive a highly customized version of ACT! at a very affordable price. "ACT! combined with ACT4Advisors is a bargain," says Michael Dubis, president of Touchstone Financial, in Madison, Wisc. ”

“It's easy to use," says Dubis. "It's detailed enough to be just right, but not too detailed that you never want to use it.”

“Cuomo agrees: "It's really powerful, but not difficult.”

“The group of users I spoke with had good things to say about service and support. Dubis described ACT4Advisor as "very responsive and patient.”

“With ACT!'s large user base, there's a good chance that some of your staff is familiar with the program, which means that your training cost will be minimized. Finding competent temps or virtual work partners to perform various tasks within ACT! shouldn't prove much of a challenge either.”

Author: Joel P. Bruckenstein ~ Morningstar Advisor   April 2003

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“The Growing Importance of Contact Management.”

“Frequent contact with customers, or "relationship management," is important in building a successful business. The payback is clear: Retaining current customers costs five to seven times less than finding new ones. Studies show that over a lifetime, loyal customers purchase more, cost less to sell to, and will refer five other people to a business.”
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Author: Mangala Jagadeesan ~ TICKER Magazine  April 2002

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» Press Release

Cygnus Software Integrates Their IncomeMax Needs Analysis and Financial Planning Software with Act4Advisors

(PRWEB) - Colorado Springs, CO (PRWEB) June 22, 2005 -- Cygnus Software Inc., a provider of practical, insurance and financial planning sales solutions, and Allied Financial Software, provider of customized ACT! software, have partnered to provide their users the ability to automatically populate an IncomeMax financial planning case with customer information stored in a Act4Advisors contact management database. Enter here for more details

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» Note to ACT! 6.0 Users

ACT! has updated its packaging and pricing for ACT! 6.0. The box is now labeled as NEW for 2004 but it is still ACT! 6.03

The new box now includes ACT! for Pocket PC, ACT! Link for Palm and for a short time, ACT! for Palm OS.

*Please call for availability.

The retail price of ACT! has increased to $249 from $199 but the Pocket PC Link and ACT! for Palm OS were previously sold separately at $39 and $79 respectively. They are now included in the box as part of ACT!. This is a great deal since 70% of ACT! users are using one of these PDA devices.

If you are an ACT! 6.0 User and would like to purchase one of the PDA addon programs separately, feel free to call us at 800.831.7636.

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» Act4Advisors to dbCAMS+ Interface
Now available! Import data from dbCAMS directly into Act4Advisors.
Enter here for more details

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» ACT! Link for Pocket PC
ACT! Link for Pocket PC is the fastest, easiest way to access and update your ACT! information with your Pocket PC. Your ACT! contact information is synchronized with Pocket Outlook to ensure contact details are with you at all times. Manage your schedule by synchronizing your ACT! activities. And, stay on top of your ACT! to-do items when you're away from your desk! ACT! Link for Pocket PC integrates seamlessly with ACT! 6.0 while synchronizing your ACT! data directly through Microsoft ActiveSync. With ACT! Link for Pocket PC, you'll always have your ACT! information at hand - whether in the office or on the go. .
Enter here for more details

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» ACT! for Palm OS

Have complete customer information with you on-the-go. ACT!™ for Palm OS® is the first-ever, complete contact management system designed specifically for Palm OS handhelds.

The ACT! for Palm OS 1.0.1 free update is now available via download for current ACT! for Palm customers. This release now supports Palm OS 5 and users with PDA phones can call contacts directly from ACT! for any phone number.
Enter here for more details

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Excellent- so far it works great! Way to go... thanks for making our lives more enjoyable!!

I love your passion for your product...

Mike Ross, GM Financial
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Thanks for your help. Your product is great and we wouldn't be able to
function without it. You have a client for life with us.

Claudia L. Pope, AIAA, ACS - Lesjak Financial
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The product is excellent! I’m very impressed.Microsoft Outlook has a lot to learn from Act! And your file management and client management interface is very well done.

Many thanks for your support.

Paul Carroll - Efficient Wealth Management
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It is my opinion that act4advisors is the best client and data management program out there. I have tried all of the other client management programs and act4advisors is the best out of them all, by far. I have been running a paperless office for sometime now, and when Scott Abboud came out with the scanning capability inside act4advisors, it made my paperless job a lot easier and more organized. Hat’s off to Act4Advisors. I will always recommend it.

Richard F. Grant Jr. - RFG Capital Management
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Act4Advisors is an incredible resource for building stronger relationships with clients resulting in an increase in referral business. Truly impressed with your forward thinking!

Jerry Boda, CFP - Boda Financial
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I have found that Act4Advisors not only excels in managing my sales development, but also in compliance. As a former compliance officer, I have always maintained that good compliance = good sales. Your software helps in tracking every aspect of the sales process, makes it easy to follow up with client service, and easy to maintain complete records (including contemporaneous notes). A Winner!! Every broker-dealer should require its reps to use this software!

Bill Cantrell - First Midwest Securities, Inc.
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Act4Advisors paid for itself the first week it went to work for me; I truly feel that I was able to hold off hiring another assistant by adding this software to my professional arsenal. I've already recommended Act4Advisors to other advisors I know and I will continue to do so.

Dean Charron - New York Life
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I have experience with Broker's Alley as well as the Bill Good System and
have found that Act4Advisors combines the best of the two... the ease of
Broker's Alley with the depth of Bill Good's software. Act4Advisor's support
staff is exceptional as well. Friendly, patient, and knowledgeable.

Keith Becker - Smith Barney
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After spending a great deal of time on an ongoing basis attempting to personally modify ACT to meet my needs, I found a simple solution that I wish I had found months ago; Act4Advisors. The program is well organized and complete providing me with a comprehensive picture of my client's situation.

Keep up the good work!

Edward C. Goldstein*, Financial Planner, Lincoln Financial Advisors
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Act4Advisors has allowed me to gain control over my total practice! I integrate Act4Advisors w/my Palm phone, Laser App Software, and ActScan for all my client file documents. The features enable the end user to efficiently develop, organize, coordinate, and manage my clients business in the best compliant manner I have ever seen. Reduction of overhead costs, and peace of mind knowing that clients are prudently served are the rewards of Scott Abboud’s genius program Act4Advisors!

Dan Rodriguez, IFG
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Act4Advisors is the compliant gateway to organization, task management, and development of our practice. The software integrates with laser application software, act scan and email. I have it all in one touch! There could not be a more convenient and efficient way to organize my day and serve our clients. Thank you Scott Abboud for researching the needs of Advisors and finding a solution that works!

Rozanne McManus, IFG
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Act4Advisors is the best software program you can buy to help you organize and keep track of your clients and prospective clients information. Without it, I would be lost.

Michael R. Skibbe, Financial Advisor, RIA
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While calling around for software demos, I was surprised how much the people at Allied knew about the products on the market. They helped me focus on an asset allocation program that has increased my assets under management and helped me deliver services the big brokerages firms can't compete with.

Randy Rathmann, Proequities
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Dale Alexander, CLU, CFP Dunwoody Brokerage
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Kent Kraus, MBA SunAmerica Securities
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