ACT! by Sage for Financial Profession

Rex

Capture Business-Critical Client Data
ACT! for Financial Professionals allows you to capture key contact, account, investment, and financial planning information in custom tabs designed specifically for financial services professionals, including: Addresses, Family, Personal Info, Householding, Accounts, Advisor, Financials, Estate/College/Retirement Planning, Insurance, Annuity, Grants, Profile, Traders, Gifts, and Keywords. Or, customize1 tabs to fit your business or client base.
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Collect the Right Data to Deliver Excellent Customer Service
Easily identify high-priority clients with the Category and Tier fields so you can better segment your clients. This allows you to quickly understand the level of attention they’re used to from you and the type of investment and financial advice you offer.

You can ensure your client data is always up-to-date with the contact data tools available in ACT! for Financial Professionals. For example, if your client has multiple residences, you can designate the address at which they are currently living with one click using the Primary button.

Missing contact data? When preparing for a call, utilize the Missing Info feature to uncover missing fields within a Contact Record so you can update every applicable field on that call to ensure you have all the information you need to better serve each client. You can also save critical information you need to remember about a client right on the main

Contact Detail view in the Important Notes field, so on your next call, that data will be in full view.

Interruptions during post-call follow-up are “no problem” when you use the Contact Recorder Bookmark for easy backwards navigation to help you remember any immediate associated action.
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Facilitate Compliance Reporting
Maintain and secure Notes and History for prospects and clients, and have information available for compliance inquiries or customer complaints. For example, track all client gifts to make year-end reporting easier.
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Stay on Top of Your Pipeline with a Customized Dashboard
The default Dashboard provided with ACT! for Financial Professionals 10.0 is designed to provide a snapshot of your schedule and activities to help ensure consistent, high-quality client service. If updated pipeline or opportunity information is important, you can easily add Pipeline and Opportunity analysis components to the ACT! for Financial Professionals default Dashboard2, so that data is readily available.