ACT! by Sage for Financial Profession

Rex

Leverage the Power of ACT! with a Solution Designed for You

ACT! for Financial Professionals delivers the world-class contact management capabilities included with ACT! by Sage, plus extensive added features for tracking and managing financial information. These features allow you to better track financial portfolios and personal profiles, network clients and prospects, segment your clients to provide superior, tailored service, bookmark contact records for quick navigation, keep-up with clients moving between residences, and record critical notes with high visibility. These features keep your client information organized and your follow-ups on track so you’ll have more time to focus on what’s important—maximizing your earning potential by attracting and retaining key clientel

Rex

ACT! by Sage for Financial Professionals delivers the world-class contact management capabilities included with ACT! by Sage, plus extensive added features for tracking and managing financial information. These features allow you to better track financial portfolios and personal profiles, network clients and prospects, segment your clients to provide superior, tailored service, bookmark contact records for quick navigation, keep-up with clients moving between residences, and record critical notes with high visibility. These features keep your client information organized and your follow-ups on track so you’ll have more time to focus on what’s important—maximizing your earning potential by attracting and retaining key clientele.

Rex

• Enjoy ACT!—already customized for financial advisors: No time to customize your version of ACT! with all the fields and tools specific to financial services? Leverage the power of ACT! with layouts and tabs designed for financial advisors, and further customize[1] any of these tools to your exact needs.
• Capture business-critical financial details: Capture business-critical information about each client or prospect’s financial and personal profile.
• 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.
• Provide superior, tailored service: Provide a tailored level of service on par with each client’s financial status by segmenting them according to their financial profile.
• Keep up with your clients moving between residences: Always keep the primary address for a client current even if they have multiple residences.
• Communicate better as a team: Communicate critical notes to your assistant or other team members with high visibility.

---

[1] 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).fficeffice" />

 

Rex

• Client Segments and Profiles Tracking: Indicate each client’s status, priority, and financial profile information and segment your clients accordingly to provide tailored service levels.fficeffice" />

• Householding: Create a network of your clients, their family members and friends with links to their Contact Records.
• Personal Info and Family Tracking: Capture details such as social security numbers, birthdays, interests, and more about each client and their family members.
• Financial Portfolio Tracking: Capture details about each client’s financial portfolio using the Accounts, Financials, Insurance, Annuity, and Grants tabs.
• Traders, Advisors, and Gifts Tracking: Capture details about who is authorized to trade for the client, other advisors (attorneys, accountants, etc), and gifts the client has made.
• Financial Planning Support: Capture details about each client’s estate, college, and retirement planning needs and accounts.
• Important Notes: Communicate key information to your assistant or other team members with high visibility immediately upon entering a client record.
• Bookmark Contacts: Bookmark Contact Records for quick navigation as a reminder for a later call back or other follow-up.
• Keyword Association: Associate keywords with any contact record to quickly pull up or report on records based on a specific attribute or detail you associate with a client.

Primary Address Tool: Store multiple addresses for each client and change the primary address on-the-fly so you can keep track of clients who may have multiple residences.

Rex

The New and Improved ACT! for Financial Professionals Further Streamlines your Productivity

ACT! for Financial Professionals 11 is packed with powerful new features and significant enhancements to areas of the product you use every day. This latest release leverages the ACT! Solutions family “you asked, we listened” approach that ensures we are constantly working to improve your experience with ACT!. New features and enhancements include the ability to establish relationships between contacts, tighter integration with Microsoft® Outlook®, better search capabilities, database automation, and more! These improvements enable you to work more effectively, be more productive, and better serve your clients and prospects. Also, if you’re still using ACT! for Financial Professionals 9, this new version includes all of the Financial Professionals-specific enhancements debuted in ACT! for Financial Professionals 10 including all-new tabs for recording insurance and annuity information, interactive dashboards, usability enhancement and more! Upgrade to ACT! for Financial Professionals 11 today to take advantage of increased productivity, and leverage the Financial Professionals features included in the 10 release if you don’t have them already.

Rex

ACT! for Financial Professionals 11 is packed with powerful new features and significant enhancements to areas of the product you use every day. This latest release leverages the ACT! Solutions family “you asked, we listened” approach that ensures we are constantly working to improve your experience with ACT!. New features and enhancements include the ability to establish relationships between contacts, tighter integration with Microsoft® Outlook®, better search capabilities, database automation, and more!  Upgrade to ACT! for Financial Professionals 11 today to take advantage of increased productivity, and leverage the Financial Professionals features included in the 10.0 release if you don’t have them already.

Rex

1.     Leverage existing relationships between your clients with the new and powerful Related Contacts[1] feature: With Related Contacts, you can connect contacts to one another and then define the nature of that relationship, plus enter any additional details about the relationship. For instance, you can define relationships between accountants, partners, attorneys, and friends of friends. So next time you speak with your client, you can quickly recall the details of your recent conversation with their close friend, accountant, or another important player in their financial planning.

2.     Track and organize e-mails and your schedule in ACT! with improvements to Outlook® integration: New and improved Outlook integration features afford you the flexibility to track and organize e-mails in ACT! en masse or on a case-by-case basis. Or you can automate these functions so you can set them once and forget about them. Calendar integration features enable you to create ACT! activities from Outlook for tracking important action items received via e-mail, and copy your ACT! and Outlook calendars automatically or with just one click.

3.     Find the exact details you need with streamlined lookups: Lookups and search functionality have been streamlined, helping you find the particular client information you need quickly, in one lookup-friendly place. Build the most basic or complex searches using a tool that has been simplified and enhanced. And easily recall recent lookups to save time in your day.

4.     See your productivity graphically via relevant snapshots of your schedule: Improvements to calendar printing and viewing make it easy for you to get relevant snapshots of your schedule and give you a beat on your scheduled activities at-a-glance. This way you can stay on top of your day and get more done!

5.     Get more done with general usability enhancements to features you use every day: Enhancements include improved Dashboard drill-down functionality, a “Yesterday” filter on Task and Opportunity List views, a history icon on the standard ACT! toolbar, and additional options for alarm reminders.fficeffice" />

6.     Start using the latest version of ACT! more quickly with streamlined installation: The ACT! installation experience has been streamlined, requiring fewer clicks to get started. This not only makes the installation process faster, it makes it easier to understand, so you can start using the latest version of ACT! in no time.

Feel confident your ACT! data is expertly maintained with new and improved database functions: Now ACT! automatically handles periodic database maintenance tasks, like database backups and maintenance, with options for tailoring maintenance to fit your needs. Additional enhancements include automatic scheduling, a streamlined ACT! sync progress bar, and more.

---

[1] If you are a current ACT! user, you must add this tab to your layout in order to view it.

Rex

If you’re still using ACT! for Financial Professionals 9, the 11 release also includes the following new features made available in the ACT! for Financial Professionals 10 release.

1.     Financial Services-Specific tabs for Recording Insurance and Annuity Information: The new Insurance and Annuities tabs capture a comprehensive picture of clients’ insurance policies and annuities to give you more information to better support and advise your clients.fficeffice" />

2.     Interactive Dashboards for performance insight: Use ACT! for Financial Professionals interactive Dashboards for an at-a-glance view of key information like activities and opportunities, allowing you to drill down into this information and take further action directly from the Dashboards views.

3.     Improve your overall efficiency: Improve your overall efficiency with usability enhancements to common features in ACT! for Financial Professionals including the ability to edit any contact field directly from a list view, quickly identify the last time you communicated with a client or prospect, and add document shortcuts to Activity and History items.