Buy a new license of ACT! Premium for Financial Professionals 11 today and add the benefits of ACT! Platinum Care. You’ll be presented with the ACT! Platinum Care offer once you add ACT! for Financial Professionals to your cart.
ACT! Premium for Financial Professionals is a comprehensive contact and client management solution that provides a complete picture of your client and prospect relationships. Given recent market turmoil, managing every relationship and network effectively is even more crucial to attracting and retaining clients, and ACT! for Financial Professionals helps you do just that.
Take advantage of ACT! Premium for Financial Professionals to keep every client and prospect relationship in focus—so you can grow your book of business and maximize your earning potential!
ACT! by Sage Premium for Financial Professionals is ideal for advisor teams larger than 10 users to share and assign activity, opportunity, and contact data between advisors and assistants who are working together. With five levels of security and automatic database administration, ACT! Premium for Financial Professionals further enables collaboration and regulatory compliance.
With ACT! Premium for Financial Professionals 11, you can:
- Impress clients with your memory by organizing and quickly recalling their unique financial profile, interests, and other personal information.
- Leverage your client networks by tracking households, relationships, and family members with quick visibility into conversations you’ve had with each.
- Stay on top of your schedule and tasks for razor-sharp focus, making every client feel like your top priority.
- Foster client loyalty and tailor service levels with well-timed and personal communications; segment clients by profile for a tailored level of service.
- Collaborate better with your team with all business-critical client and prospect data centralized in one shared location.
- Keep details of each interaction with a client or prospect in a secured database with a date and time stamp to help satisfy compliance requirements.
For more information on product features, read the Product brief.
About ACT! Platinum Care
A subscription-based service, ACT! Platinum Care offers valuable resources to help you successfully manage and grow your business. Benefits include exclusive access to Sandler® sales and sales management training, in-depth business tools and forums, the latest ACT! upgrades1 so your software is always up-to-date, and exclusive offers on ACT! add-on solutions such as e-mail marketing and business telephony. Exclusive online, moderated forum topics include business planning and marketing strategies, leadership development, and effective presentations. You may also add one year of product support by choosing the ACT! Platinum Care Advantage plan.
Subscribe to ACT! Platinum Care- Because it’s about YOUR business.
ACT! by Sage for Financial Professionals System Requirements
