Act4Advisors - Crunchbase Company Profile & Funding

Overview

Act4Advisors

Heat Score

Company Performance Metrics

Score

Trend

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About Act4Advisors

CB Rank

2298483

Act4Advisors consulting is CRM software consultant for financial planners and investment advisors.

Founded

obfuscation

Private

Alpharetta, Georgia, United States

1-10

www.act4advisors.com

Consulting

CRM

Financial Services

Software

Details

Legal Name

Allied Financial Software, Inc.

Operating Status

Active

Company Type

For Profit

About the Company

Act4Advisors simply customizes ACT! For a financial services practice, Includes database customization, database services, data conversions, custom labels, templates. Its offered as a SaaS cloud, self-hosted cloud, or traditional desktop software. Act4Advisors leverages Act!'s great features for the traditional financial services office.

Contact Email

support@softwareadvisors.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Act4Advisors Addon for ACT!

A customized ACT! database template designed for financial planners, investment advisors, and insurance agents to manage client and prospect information with financial-specific data fields and workflows.

Scan&Organize Addon for ACT!

An addon for ACT! that enables scanning, attaching, and managing documents directly within the ACT! interface, linking client folders for easy document access and management.