“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.”
Author: Mangala Jagadeesan ~ TICKER Magazine
See the Article [PDF Format]»

Investment professionals that use the widely acclaimed ACT! software know the power and advantages it brings to their financial practice.  With over 3 million users worldwide and 10,000 corporate accounts, ACT! has proven itself by bringing ease of use and powerful features that even a novice can master in just a few minutes.  But, to get the most out of ACT!, it is important that users customize the ACT! interface for easy access to the data they need to keep track of.

“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.”
Author: Joel P. Bruckenstein ~ Morningstar Advisor
See the Article »

Most ACT! users never have the time nor the expertise to customize their ACT! program.  As a result, they never get the full power of what ACT! can do for them and their business. They miss opportunities and that means loss of revenue or worse yet LOST OPPORTUNITIES.

· · · ·

Go Back ›

4Advisors is a custom ACT! database and layout template designed specifically for financial services professionals. With our experience in financial services and ACT!'s experience with contact management, we have designed 4Advisors with the needs of most financial professional's in mind. 

> New Tabs! New Look! > Additional Email fields for Contact and Spouse! > Improved Scan and Organize for ACT! > Improved Preferred Mailing Feature!

Requires ACT! by Sage 2006, 2007, 2008, 2009

ACT! by Sage ™ is the award-winning leader in contact management software. It gives you instant access to detailed contact and account information. You can keep a complete history of your contact-related communications, and manage your schedule efficiently with ACT!.

ACT! gives you complete control of your client and prospect information but many investment professionals and financial planners are not getting maximum use of the power in ACT!  Since most professionals have not had time nor experience in customizing ACT! for their own needs, we have done it for you with Act4Advisors.

Important Note: In a shared environment, ACT! 2008 is designed to work with up to 10 users. If you intend to use workgroup functionality or share a database with more than 10 users, you must purchase ACT! Premium 2008 or ACT! Premium for Web 2008. You must purchase one license of ACT! per user. All minimum system requirements are based on a single user environment. Please see below for recommended server system requirements for environments of more than one user. Customer registration and activation are required in order to use this software. Your system must meet the minimum system requirements. Technical support is not available for users who do not meet the minimum system requirements. Additionally, ACT! no longer works with Windows® 2000 or Office 2000.

ACT! 2008 MINIMUM SYSTEM REQUIREMENTS
Client Installation:

32-bit versions of Microsoft® Windows® XP Home (Service Pack 2), XP Professional (Service Pack 2), Windows XP Media Center (Service Pack 2), Server 2003 Standard Edition, Server 2003 Enterprise Edition, Server 2003 Web Edition, 2003 Small Business Server operating systems (all Server 2003 need Service Pack 2), Microsoft Windows Vista™ Home Basic, Windows Vista Home Premium, Windows Vista Business, Windows Vista Ultimate, Windows Vista Enterprise.

• Minimum on Windows Vista and Recommended on XP: 1.8 GHz Pentium IV (or equivalent) processor
• Minimum on Windows Vista and Recommended on XP: 1 GB RAM
• Minimum 1 GB of available hard disk space
• CD-ROM drive
• SVGA (800x600) or higher resolution monitor

Palm OS® Minimum Device Requirements:

• Palm OS 3.5-5.4
• Minimum 33 MHz or higher processor
• Minimum 8 MB or higher memory
• Minimum 500K free memory plus 1K for each contact
• HotSync® Manager 3.5 and 4.1.0

Pocket PC Minimum Device Requirements:

• Pocket PC 2000/2002/Phone Edition (Windows CE 3.0); Windows Mobile 2003 (Windows CE 4.0 and 4.20.0); Windows Mobile 2005/5.0
• Minimum 133 MHz or higher processor
• Minimum 16 MB or higher memory
• Minimum 500K free memory plus 1K for each contact
• Microsoft ActiveSync® versions 3.5 – 4.5 (XP operating systems only)
• Windows Mobile Device Center (Windows Vista operating systems only)

back to top

ACT! PREMIUM 2008 MINIMUM SYSTEM REQUIREMENTS
Client Installation:
32-bit versions of Microsoft Windows XP Home (Service Pack 2), XP Professional (Service Pack 2), Windows XP Media Center (Service Pack 2), Server 2003 Standard Edition, Server 2003 Enterprise Edition, Server 2003 Web Edition, 2003 Small Business Server operating systems (all Server 2003 need Service Pack 2), Microsoft Windows Vista Home Basic, Windows Vista Home Premium, Windows Vista Business, Windows Vista Ultimate, Windows Vista Enterprise.

• Minimum on Windows Vista and Recommended on XP: 1.8 GHz Pentium IV (or equivalent) processor
• Minimum on Windows Vista and Recommended on XP: 1 GB RAM
• Minimum 1 GB of available hard disk space
• CD-ROM drive
• SVGA (800x600) or higher resolution monitor

Database Server Installation:
Using Microsoft SQL Server™ 2005 Express Edition:
32-bit versions of Microsoft Windows XP Home (Service Pack 2), XP Professional (Service Pack 2), Windows XP Media Center (Service Pack 2), Server 2003 Standard Edition, Server 2003 Enterprise Edition, Server 2003 Web Edition, 2003 Small Business Server operating systems (all Server 2003 need Service Pack 2), Microsoft Windows Vista Home Basic, Windows Vista Home Premium, Windows Vista Business, Windows Vista Ultimate, Windows Vista Enterprise.
Using Microsoft SQL Server 2005 Standard Edition:
32-bit versions of Server 2003 Standard Edition, Server 2003 Enterprise Edition, 2003 Small Business Server operating systems Enterprise Edition, 2003 Small Business Server operating systems (all Server 2003 need Service Pack 2), Microsoft Windows Vista Home Basic, Windows Vista Home Premium, Windows Vista Business, Windows Vista Ultimate, Windows Vista Enterprise. Minimum 600 MHz Pentium III (or equivalent) processor

Minimum on Windows Vista and Recommended on XP: 1.8 GHz Pentium IV (or equivalent) processor
Minimum on Windows Vista and Recommended on XP: 1 GB RAM (Prefer 2GB or more)
Minimum 500 MB of available hard disk space (1 GB if installing on Windows Vista)
CD-ROM drive
SVGA (800x600) or higher resolution monitor

Palm OS Minimum Device Requirements:

• Palm OS 3.5-5.4
• Minimum 33 MHz or higher processor
• Minimum 8 MB or higher memory
• Minimum 500K free memory plus 1K for each contact
• HotSync Manager 3.5 and 4.1.0

Pocket PC Minimum Device Requirements:

• Pocket PC 2000/2002/Phone Edition (Windows CE 3.0); Windows Mobile 2003 (Windows CE 4.0 and 4.20.0); Windows Mobile 2005/5.0
• Minimum 133 MHz or higher processor
• Minimum 16 MB or higher memory
• Minimum 500K free memory plus 1K for each contact
• Microsoft ActiveSync versions 3.5 – 4.5 (XP operating systems only)
• Windows Mobile Device Center (Windows Vista operating systems only)

ACT! 2008 and ACT! Premium 2008 Work With:

• Microsoft Outlook® 2002/2003/2007
• Microsoft Outlook Express 5.5/6.0.
• Lotus Notes® 6.5; if installed on Windows Vista, Lotus Notes 7.02
• Eudora® 5.2
• Internet Mail SMTP/POP3
• Microsoft Office 2002/2003/2007
• Microsoft Internet Explorer® 6.0/7.0
• Adobe® Reader® 6.0/7.0/8.0
• Peachtree Accounting 2006/2007/2008 (with additional Accounting Link product)
• QuickBooks® Pro/Premier 2006/2007 (with additional Accounting Link product)
• VMware Workstation 5.0/5.5 and VMware Server 1.0.1

Note: Windows XP, Windows Vista Business, Windows Vista Enterprise, and Windows Vista Ultimate editions limit the number of concurrent users to 10.

4Advisors 3.0 Addon for ACT Customized ACT! Database for Financial Planners, Investment Advisors, and Insurance Professionals. > Requires ACT! by Sage 2007/9.0, 2008/10.0, 2009/11.0 > Request a Demo VERY IMPORTANT: The price of the software does not include training, data conversions or import from any program. For a quote on data conversion and/or import, please call 800.831.7636 **Currently Scan&Organize is not compatible on 64 bit computers. Requirments: Click here for more details >> Is ACT! 2007 compatible with Vista or the new Microsoft Office 2007? Click here >>   · · · · 4Advisors 3.0 Single User (Req. ACT! 2007/2008/2009) $ 199.00 4Advisors 3.0 - 2 User Network Lic (Requires ACT! 2007/2008/2009) $ 299.00 4Advisors 3.0 - 5 User Network Lic (Requires ACT! 2007/2008/2009) $ 499.00 4Advisors 3.0 - 10 User Network Lic (Requires ACT! 2007/2008/2009) $ 899.00 4Advisors 3.0 to Laser App Interface (Requires Laser App Software) $ 99.00 Support Contract (6 hour block per year) $ 349.00 NOTE: Once your order has been reviewed and approved, a download of the software will be e-mailed. If you prefer a CD shipped, you must call in your order to 800.831.7636. 4Advisors 3.0 Addon for ACT ACT! by Sage Scan&Organize Addon for ACT Customized ACT! Database for Financial Planners, Investment Advisors, and Insurance Professionals. > Request a Demo VERY IMPORTANT: The price of the software does not include training, data conversions or import from any program. For a quote on data conversion and/or import, please call 800.831.7636 **Currently Scan&Organize is not compatible on 64 bit computers. Requirments: Click here for more details >> Is ACT! 2007 compatible with Vista or the new Microsoft Office 2007? Click here >> · · · · Basic Bundle Single User License Call for Price Basic Bundle 2 User Network License   Call for Price Basic Bundle 5 User Network License   Call for Price Basic Bundle 10 User Network License   Call for Price NOTE: Once your order has been reviewed and approved, a CD will be shipped. 4Advisors 3.0 Addon for ACT Laser App Software Scan&Organize Addon for ACT Customized ACT! Software for Financial Planners, Investment Advisors, and Insurance Professionals. > 4Advisors to Laser App Interface is FREE with purchase! > Requires ACT! by Sage 2007/9.0, 2008/10.0, 2009/11.0 > Request a Demo VERY IMPORTANT: The price of the software does not include training, data conversions or import from any program. For a quote on data conversion and/or import, please call 800.831.7636 **Currently Scan&Organize is not compatible on 64 bit computers. Requirments: Click here for more details >> Is ACT! 2007 compatible with Vista or the new Microsoft Office 2007? Click here >> · · · · Paperless Office Single User (Requires ACT! 2007/2008/2009) $ 549.00 Paperless Office 2 User Network Lic (Requires ACT! 2007/2008/2009) $ 649.00 Paperless Office 5 User Network Lic (Requires ACT! 2007/2008/2009) $ 849.00 Paperless Office 10 User Network Lic (Requires ACT! 2007/2008/2009) $ 1249.00 NOTE: Once your order has been reviewed and approved, a download of the software will be e-mailed. If you prefer a CD shipped, you must call in your order to 800.831.7636.