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November 20, 2010
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Company Info
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Software Overview
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CRM Features
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| Client Financial Data Tracked: |
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Pricing
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Integrations
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Security
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| Other Security Enhancements: |
- Standard Microsoft SQL Server Security
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Act4Advisors 'adds on' a customized financial services interface to the Sage ACT! software.
Act4Advisors 'adds on' a financial services interface to the ACT! by Sage software. The customization includes pertinent industry features, such as personal information fields, basic account and insurance information, custom reports, web portal and document management with scanning capabilities.
