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Designed specifically for financial services professionals, ACT! + FAct for Financial Professionals is a comprehensive contact and compliance management solution that equips you and your team with the tools you need to enhance client retention and growth. ACT! + FAct enables you to organize prospect/client data and associated financial information, maintain frequent and relevant interaction with contacts, and stay on top of activities to keep pace with your demanding schedule. With ACT! + FAct you’ll benefit from increased productivity so you’ll have time to focus on what’s most important - acceleration of prospect closings and up-sell to existing clients.
Additionally, with ACT! + FAct for Financial Professionals, Sage Software provides you with the resources you need to quickly be productive. Your purchase includes priority access to product support specialists and even provides you with product upgrades, all ensuring the best possible experience for you and your team. 1
With ACT! + FAct for Financial Professionals you can:
- Centralize key prospect and client data for immediate access and high levels of service.
- Logically capture critical financial details for each contact utilizing industry specific layouts and fields.
- Manage and grow your client base using top-notch prospecting and marketing campaigns to increase your client touches.
- Prioritize your demanding work day to ensure you are as productive as possible.
- Manage prospects from initial inquiry to full client status.
- Report 2 on activities associated with clients and progress of prospects for a complete view of your business’ health.
- Stay productive by taking critical contact, appointment, and to-do information on the go.
- Have access to the support and product resources you need so you can focus more on client relationships.
Which version is right for you?
With ACT! + FAct for Financial Professionals you have the option to select either ACT! + FAct for Financial Professionals or ACT! by Sage Premium + FAct for Financial Professionals. ACT! + FAct is ideal for individual financial advisors, small teams of up to 10 networked users 3, or large disparate workforces that don’t require data sharing.
ACT! Premium + FAct is designed to meet the needs of larger workgroups and teams of financial advisors of up to 30 networked users 4 and offers additional functionality for corporate administrators or IT such as centralized administration, advanced security, and automatic database features.
1 Product upgrades include an upgrade to ACT! by Sage for Financial Professionals or ACT! by Sage Premium for Financial Professionals for one year from the date of purchase, not the next version of ACT! by Sage or ACT! by Sage Premium for Workgroups (EX Edition). Access to support is available for one year from the date of purchase. See FAct Support for more information.
2 Fields contained within FAct specific tabs will not be captured in ACT! reports.
3 You must purchase one license of ACT! per user.
4 Sage Software offers a recommendation of up to 30 users for ACT! Premium + FAct for Financial Professionals when purchased with ACT! by Sage Premium for Workgroups 2007 (9.0) (EX Edition). Actual scalability and number of users supported will vary based on hardware and size and usage of your database. Sage Software scalability recommendations are based on in-house performance tests using the recommended server system requirements found at: www.act.com/2007systreq. Published minimum system requirements are based on single user environments. You must purchase one license of ACT! per user.
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