“If ACT! is such a great product, why do you need ACT4Advisors?

“A middle ground CRM program that will meet many advisors' needs.”
“If ACT! is such a great product, why do you need ACT4Advisors? The answer is simple: ACT! is designed for general sales, not specifically for the financial-services industry. It is possible to customize ACT! to meet the needs of financial advisors, but to do so would be time consuming. Wouldn't you be better off purchasing a set of industry specific layouts, templates, and reports that were already customized for advisors? Well, that is exactly what ACT4Advisors offers.”


“While Cuomo's firm does not track all of its clients' investments from within ACT4Advisors, she still finds the Security Quote field on the Investment tab very useful. "A number of clients call from time to time for stock quotes," she says. "If I enter the stocks in the Security Quote field, I can obtain quotes right from their contact record within ACT4Advisors.”

“The primary advantage of ACT4Advisors is that advisors receive a highly customized version of ACT! at a very affordable price. "ACT! combined with ACT4Advisors is a bargain," says Michael Dubis, president of Touchstone Financial, in Madison, Wisc. ”

“It's easy to use," says Dubis. "It's detailed enough to be just right, but not too detailed that you never want to use it.”

“Cuomo agrees: "It's really powerful, but not difficult.”

“The group of users I spoke with had good things to say about service and support. Dubis described ACT4Advisor as "very responsive and patient.”

“With ACT!'s large user base, there's a good chance that some of your staff is familiar with the program, which means that your training cost will be minimized. Finding competent temps or virtual work partners to perform various tasks within ACT! shouldn't prove much of a challenge either.”

Author: Joel P. Bruckenstein ~ Morningstar Advisor April 2003
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