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Do you work in a team? ACT! Premium for Financial Professionals meets the needs of larger workgroups and teams of advisors^[1] and offers team security and functionality. It is ideal for advisor teams larger than 10 users to share and assign activity, opportunity, and contact data between advisors and assistants who are working together. With five levels of security and automatic database administration, ACT! Premium for Financial Professionals further enables collaboration and regulatory compliance.

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[1] Scalability will vary based on hardware and size and usage of your database. Published minimum system requirements found at: www.act.com/2009systreq are based on single user environments. You must purchase one license of ACT! per user.fficeffice" />

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(Top Reasons to Choose ACT! for Financial Professionals)

• Impress clients with your memory: Impress clients and prospects by organizing and quickly recalling their unique financial profile, interests, and other personal information.
• Leverage your client networks: Leverage your client networks by tracking households, relationships, and family members with quick visibility into conversations you’ve had with each.
• Stay focused: Stay on top of your schedule and tasks for razor-sharp focus, making every client feel like your top priority.
• Foster client loyalty and tailor service levels: Foster client trust and loyalty with well-timed and personal communications; segment clients by profile for a tailored level of service.

• Collaborate better with your team: Collaborate better with your assistants and partners with all business-critical client and prospect data centralized in one shared[1] location.
• Help satisfy compliance requirements: Keep details of each interaction with a client or prospect in a secured database with a date and time stamp to help satisfy compliance requirements.

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[1] Sharing data with more than 10 users requires purchase of ACT! Premium for Financial Professionals.fficeffice" />

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• Powerful searching capabilities: Find client and prospect information quickly and easily so you can deliver high levels of service with your knowledge and memory of their unique situation.
• Organization of client data: Capture and secure business-critical contact, account, investment, and financial planning information in layouts designed for financial services professionals.
• Time management: Stay on top of daily responsibilities, even bookmark a client record to remember a quick call-back, so important follow-ups don’t slip through the cracks.
• Client communication: Communicate professionally and consistently using letter and e-mail templates; use top-notch mail-merge functionality to reach multiple clients with minimal effort.
• Mobile capabilities: Access client and prospect information, plus your calendar, on-the-go so you get the data you need in an instant[1].
• Data analysis: Use the dashboard and reporting tools to see a snapshot of your schedule or to gain insight into activities and sales potential to make more informed business decisions.
• Investment opportunity management: Manage potential opportunities from initial contact through close to track and forecast new client acquisitions or up-sell to existing clients.
• Intuitive interface: Because ACT! for Financial Professionals is easy to learn and easy to use, you’ll be up and running in no time, ensuring you accelerate your time to productivity.
• Customization: Use ACT! for Financial Professionals out-of-the box or customize[2] it to fit the needs of your business.
• Integration: Continue to work with the applications you use every day by integrating with Microsoft® Outlook, Word, and Excel®.

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[1] Requires additional purchase.fficeffice" />

[2] All customization within design layout is allowed with exception of removing or adding ACT! for Financial Professionals custom controls (these include age text box, household text box, and custom button).