ACT! by Sage for Financial Professionals provides data management, activity tracking, reporting, and sales productivity tools for financial advisors, brokerage firms, and teams of financial services professionals. ACT! for Financial Professionals centralizes prospect and client data in a single, secure database and helps individual advisors and teams capture and access key contact, account, investment, and financial planning information. It also assists with regulatory compliance tracking. Users can synchronize contact, calendar, and to-do information with their Palm OS  or Pocket PC devices.

Why choose ACT! for Financial Professionals?

In addition to all the features of the standard ACT! software, you can: 

• Capture key contact, account, investment, and financial planning information in custom tabs designed for financial services professionals.
• Quickly update the primary address for a client to ensure communications are received in a timely manner.
• Assist with compliance reporting.
• Easily identify high priority clients with the Category and Tier fields for custom service.
• Customize your data records to align with your business and client base.
• Bookmark a Contact for easy navigation and a reminder of any immediate associated action.
• Maintain complete information by identifying any missing fields associated with each contact.