Why Choose ACT! for Financial Profess

Logically capture critical financial details for each contact, utilizing industry-specific layouts and fields.
Centralize key prospect and client data for immediate access and high levels of service.
Quickly update the primary address for a client to ensure communications are received in a timely manner.
Reduce the risk of losing critical contact and client information.
Data portability to take client information when making calls outside of the office.
Increase quality and effectiveness of communications to encourage client trust.
Stay on top of all client commitments to provide better service and increase revenue.
Manage and grow your client base using top-notch prospecting and marketing campaigns to increase your client touches.
Prioritize your demanding work day to ensure you are as productive as possible.
Easily perform look-ups to deliver faster customer service.
Manage prospects from initial inquiry to full client status.
Report on activities associated with client and prospect status for a complete view of your business? health.
Stay productive by taking critical contact, appointment, and to-do information on-the-go.