Designed specifically for financial services professionals, ACT! by Sage for Financial Professionals is a comprehensive contact and compliance management solution that equips you and your team with the tools you need to enhance client retention and growth. ACT! for Financial Professionals enables you to organize prospects and client data and associated financial information, maintain frequent and relevant interaction with contacts, and stay on top of activities to keep pace with your demanding schedule. With ACT!, you’ll benefit from increased productivity so you’ll have time to focus on what’s most important – acceleration of prospect closing and up-sell to existing clients.

Additionally, with your purchase of ACT! for Financial Professionals, Sage Software provides ACT! Business Care, delivering the resources you need to quickly be productive.  ACT! Business Care includes priority access to senior product support specialists and even provides you with product upgrades, all ensuring the best possible experience for you. 

With ACT! for Financial Professionals you can:

• Logically capture critical financial details for each contact, utilizing industry specific layouts and fields
• Centralize key prospect and client data for immediate access and high levels of service
• Quickly update the primary address for a client to ensure communications are received in a timely manner
• Reduce the risk of losing critical client and contact information
• Take client information with you when making calls outside of the office
• Increase quality and effectiveness of communications to encourage client trust
• Stay on top of all client commitments to provide better service and increase revenue
• Manage and grow your client base using top-notch prospecting and marketing campaigns to increase your client touches
• Prioritize your demanding work day to ensure you are as productive as possible
• Easily perform lookups to deliver faster customer service
• Manage prospects from initial inquiry to full client status
• Report on activities associated with clients and prospect status for a complete view of your business’ health
• Stay productive by taking critical contact, appointment, and to-do information on the go

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Which version is right for you?
In addition to ACT! by Sage for Financial Professionals, we offer ACT! by Sage Premium for Financial Professionals (EX Edition only). ACT! for Financial Professionals is ideal for individual financial advisors, small teams of up to 10 networked users, or large disparate workforces that don’t require data sharing. ACT! Premium for Financial Professionals meets the needs of larger workgroups and teams of financial advisors. In addition, it offers functionality such as centralized administration, advanced security features at the user and contact level, and automatic database synchronization, backup, and maintenance which facilitates administration and support for corporate administrators or IT.