ACT! by Sage for Financial Professionals 10.0 Delivers New Contact And Data Management Features

5/9/2008 12:17:59 PM

Re-organized to Simplify Accessibility; now includes Single Sign-on Partner Portal

Scottsdale, Arizona - Sage Software today announced ACT! by Sage for Financial Professionals 10.0, a comprehensive contact and compliance management solution that provides financial advisors, brokerage firms and financial services teams with centralized and secure data management, sales productivity features, and compliance reporting capabilities. New version 10.0 features include insurance and annuity information tabs for expanding client profiles, a dashboard for accessing schedule and activity data in a single view, and support for Microsoft Windows Vista and Office 2007.

"Financial advisors succeed by developing personal relationships with their clients and creating a positive experience for each," said David van Toor, senior vice president and general manager for Sage CRM Solutions North America. "ACT! for Financial Professionals helps users capture unique details about their clients so they can nurture these relationships, spend time selling only the most appropriate products and services, and help improve their clients' financial standing as well as their own."

ACT! for Financial Professionals 10.0 contains all the features of ACT! by Sage 2008, the number-one selling contact and customer management solution from Sage Software. Users can organize client data with information tabs for investment profile, accounts, family members, college, retirement and estate planning, and insurance and annuity products, and can customize tabs, fields, templates and reports to support business and compliance tracking requirements.

ACT! for Financial Professionals provides additional integrated capabilities that help financial advisors keep their client data updated and immediately accessible. These features include "missing info" reminders, important note fields, multiple address management, dynamic field labels, age calculation fields, features for managing relationships between contacts, and a contact event recording feature, among others.

Two product editions are available: ACT! for Financial Professionals is ideal for individuals or up to ten networked users,(1) and ACT! by Sage Premium for Financial Professionals is ideal for larger workgroups and includes advanced security features, automatic database synchronization and backup, and centralized administration. Users of each edition can synchronize contact, calendar and to-do information with their Palm OS® or Pocket PC devices. Both 10.0 editions support Microsoft Windows Vista and Office 2007.

ACT! for Financial Professionals is available for $449.99 MSRP and $349.95 MSRP for customers upgrading from previous versions. ACT! Premium for Financial Professionals is available for $639.99 MSRP and $469.95 MSRP for customers upgrading.

Customers who purchase ACT! for Financial Professionals also receive ACT! Business Care,(2) a support and maintenance plan that provides product upgrades(3) and updates, and priority access to senior technical support specialists.

Used with permission by Sage Software.