Capture more business-critical client data
ACT! by Sage for Financial Professionals is the perfect solution that
delivers all the great productivity features included with ACT! plus
additional ways to capture key financial information required for
tracking critical client relationships. With ACT! For Financial
Professionals, you'll benefit from custom layouts as well as features and
functionality designed specifically for financial services professionals,
so you'll have more time to focus on what's important - acceleration of
prospect closings and up-sell to existing clients.
or Call 1-866-903-0006.
The New Annuity Tab
This tab can contain data on up to four annuities per contact record,
including product, issue and Start Dates, Type, Rate, Number of Year,
Market Value, and Payment Frequency, so you can track additional client
revenue sources.
(ACT! for Financial Professionals customized layout shown)
1These products and services are provided by a third party vendor. Sage Software is in no way liable or responsible for any claims made related to products or services provided by a third party vendor.
*Offer valid in U.S. and Canada only. All prices are in U.S. dollars.