Grow your Book of Business with&#

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Grow your Book of Business with a Complete View of Every Client Relationship and Network

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ACT! by Sage for Financial Professionals is a comprehensive contact and client management solution that provides a complete picture of your client relationships. Given recent market turmoil, managing every relationship and network effectively is even more crucial to attracting and retaining clients, and ACT! for Financial Professionals helps you do just that.

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Access relationship details instantly to impress clients with your memory of their unique financial and personal profile details; leverage their friend and family networks; stay on top of your schedule; foster client loyalty with personalized communications and tailored service levels; and collaborate better with assistants and partners. And with all client interactions tied to the contact record with a date and time stamp, ACT! even helps you satisfy compliance requirements!
Take advantage of ACT! for Financial Professionals to keep every client relationship in focus—so you can grow your book of business and maximize your earning potential!

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Capture and Secure Business-Critical Information
View a complete picture of every relationship with a central and secure repository for critical client and prospect data—whether you work alone or in a team1 of financial advisors—so detailed prospect and client information is always at your fingertips. Logically capture critical financial details for each client, using industry-specific layouts and fields. With ACT! for Financial Professionals, you can track account information, financial profiles, client relationships, family members, advisors, estate planning information, insurance and annuity records, and more. You can even segment clients by category and tier, and record important notes for each contact on the main view for high visibility.
For tracking client networks, the Relationships tab allows you to connect contacts to one another and record details about each contact relationship.

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Find Client and Prospect Information Quickly and Easily
Perform searches by right-clicking on any field (even custom fields) to create a lookup
on that field. Or, use the advanced lookup to find more detailed information. You can
even perform a keyword search to locate a detail that might be buried in client history,
notes, or activity comments. With ACT! for Financial Professionals, you’ll always be
able to locate client and prospect information quickly. The next time a client calls and
you need to remember information from your last conversation, you’ll be able to pull it
up right away, impressing your client by recalling the exact details.

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Stay on Top of Daily Responsibilities
Schedule activities such as calls, meetings, and to-dos that appear on your Calendar,
Task List, and Dashboard. Set activity reminders to ensure that nothing slips through
the cracks. Use the Dashboard to see a snapshot of your schedule so you can quickly
get a gauge on your daily responsibilities. By staying on top of your follow-ups and
meetings, you’ll be more focused and have more time to respond effectively to every
client, making each one feel like your top priority.

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Communicate Professionally and Consistently
Execute well-timed and personal communications to clients and prospects using
templates for letters, e-mails, and marketing communications. Integrate with Microsoft®
Outlook®3 and Word4 to make the process even easier. You can even create an
activity series to ensure a consistent follow-up process with each client segment. Help
maintain regulatory compliance with all client interactions recorded in history with a
date and time stamp.
ACT! for Financial Professionals even helps you ensure letters are sent to the right
address with the ability to store and use up to four addresses to designate work,
home, and vacation addresses. Promote the current address to the main Contact
Detail view as needed.

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Do you work in a team?
ACT! by Sage Premium for Financial
Professionals meets the needs of
larger advisor teams1 and offers
team security and functionality. It
is ideal for 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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Gain Insight Into Activities Performed and Sales Potential
Generate reports detailing activity history, opportunities, and more by choosing from
more than 40 standard reports provided in ACT! for Financial Professionals. Use these
reports to prepare for a client phone call or quarterly review. In addition to reports, the
Dashboard provides a quick snapshot of key clients and activities so you can keep an
eye on them at all times. Using reports and dashboards to analyze and view data not
only helps you prepare for client meetings and monitor key clients, but also helps you
keep tabs on the overall health of your business.

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Access Client and Prospect Information On-The-Go
Access your calendar and client and prospect information on-the-go so you get the
data you need wherever you are. Synchronize ACT! for Financial Professionals data to
Palm OS®, Pocket PC, or BlackBerry®5 devices so you have access to it when you’re
away from the office. Or, if you prefer, print to over 20 templates designed for popular
paper organizers or print any calendar template and the contact phone number for
any scheduled activity is automatically printed on the calendar. With ACT! for Financial
Professionals, you can stay productive no matter where you are.