ACT! by Sage For Financial Profession

Rex

ACT! for Financial Professionals 10.0 is based on the functionality of ACT! 2008 (10.0) version 10.0.2, and includes:

•ACT! Dashboard functionality, pre-configured for Financial Advisors
•List Edit Mode – Contact, Group, and Company records can be edited in list view
•Document shortcuts can be attached to History and Documents items
•Multiple contacts to be associated to a single opportunity
•Contact and Product details within an opportunity can be viewed from the list view
•Opportunities have been enhanced to improve managing critical dates
•Duplicate checking for Groups and Companies has been enabled
•Advanced query features have been added for Groups and Companies
•Windows Vista® is now supported

ACT! for Financial Professionals 10.0 also includes 2 new tabs for managing detailed insurance and annuity information for each contact as well as Dashboards preconfigured specifically for Financial Advisors.