Act4Advisors CRM software for Financial
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Sync your Blackberry with ACT!

Act4Advisors Basic Bundle

Includes ACT! Pro, Act4Advisors, and Scan&Organize

Note: ACT! sold in US & Canada only. Online orders are available for US residents only. Canada sales please call 1.770.475.0495 x1 or email sales@software4advisors.com for purchasing assistance Monday – Friday 9AM – 6PM EDT.

Act4Advisors Basic Bundle Single User License $469
Act4Advisors Basic Bundle 2 User Network License $839
Act4Advisors Basic Bundle 3 User Network License $1299
Act4Advisors Basic Bundle 4 User Network License $1579
Act4Advisors Basic Bundle 5 User Network License $1749
Act4Advisors Basic Bundle 6 User Network License $2319
Act4Advisors Basic Bundle 7 User Network License $2589
Act4Advisors Basic Bundle 8 User Network License $2829
Act4Advisors Basic Bundle 9 User Network License $3059
Act4Advisors Basic Bundle 10 User Network License $3279
Support (30 days after purchasing Act4Advisors or Support Contract Expiration) $399
Support (Purchase Today! with Act4Advisors/Bundles and get a $100 discount) $299
Support Contract Renewal $299

 

Sync your Blackberry with ACT!

Act4Advisors Basic Bundle Premium

ACT! Premium, Act4Advisors, and Scan&Organize

Note: ACT! sold in US & Canada only. Online orders are available for US residents only. Canada sales please call 1.770.475.0495 x1 or email sales@software4advisors.com for purchasing assistance Monday – Friday 9AM – 6PM EDT

Basic Bundle Single User with ACT! Premium
Call 800-831-7636

Basic Bundle Multi-User User with ACT! Premium
Call 800-831-7636

*Act4Advisors License Note: Each Act4Advisors license includes one Act4Advisors database that can be installed on one computer.

The license level is based on the number of active users who have login rights to the database. License level’s include Single User, 2 User, 3-5 User, 6-10 User, etc.

* Note on migrating/converting your current data: The price of the software does not include data conversions or import from any program. Click here to read disclaimer>

*ACT! Standard and Premium comparision chart >
Note: ACT! Pro (Standard version) can only be used with up to 10 users sharing one database. If customer adds an 11th user or greater, ALL users must upgrade to the ACT! Premium.

 

 

Sync your Blackberry with ACT!

Act4Advisors Basic Bundle Upgrade

Includes ACT! Pro, Act4Advisors, and Scan&Organize

Note: ACT! sold in US & Canada only. Online orders are available for US residents only. Canada sales please call 1.770.475.0495 x1 or email sales@software4advisors.com for purchasing assistance Monday – Friday 9AM – 6PM EDT

**Requires previous version of ACT! and Act4Advisors.

 

Act4Advisors Basic Bundle Single User License Upgrade $399
Act4Advisors Basic Bundle 2 User Network License Upgrade $719
Act4Advisors Basic Bundle 3 User Network License Upgrade $1099
Act4Advisors Basic Bundle 4 User Network License Upgrade $ 1249
Act4Advisors Basic Bundle 5 User Network License Upgrade $1399
Act4Advisors Basic Bundle 6 User Network License Upgrade $1799
Act4Advisors Basic Bundle 7 User Network License Upgrade $1989
Act4Advisors Basic Bundle 8 User Network License Upgrade $2159
Act4Advisors Basic Bundle 9 User Network License Upgrade $2329
Act4Advisors Basic Bundle 10 User Network License Upgrade $2499

 

 

Sync your Blackberry with ACT!

Act4Advisors Basic Bundle Premium Upgrade

ACT! Premium, Act4Advisors, and Scan&Organize

Note: ACT! sold in US & Canada only. Online orders are available for US residents only. Canada sales please call 1.770.475.0495 x1 or email sales@software4advisors.com for purchasing assistance Monday – Friday 9AM – 6PM EDT

Basic Bundle Single User with ACT! Premium Upgrade
Call 800-831-7636

Basic Bundle Multi-User User with ACT! Premium Upgrade
Call 800-831-7636

*Act4Advisors License Note: Each Act4Advisors license includes one Act4Advisors database that can be installed on one computer.

The license level is based on the number of active users who have login rights to the database. License level’s include Single User, 2 User, 3-5 User, 6-10 User, etc.

* Note on migrating/converting your current data: The price of the software does not include data conversions or import from any program. Click here to read disclaimer>

*ACT! Standard and Premium comparision chart >
Note: ACT! Pro (Standard version) can only be used with up to 10 users sharing one database. If customer adds an 11th user or greater, ALL users must upgrade to the ACT! Premium.

The products and services highligted on the softwar4advisors.com website have undergone a product review by Allied Financial Software, Inc (AFS). AFS are resellers of most products listed on this website and are in no way liable or responsible for claims made related to the products or services provided by third party vendors. AFS does not warrant or guarantee the quality of products or services provided by the vendors. Please direct your inquiries regarding softwar4advisors.com website product warranties to the appropriate vendor.

1. You must purchase one license of Act4Advisors per user.

2. You must purchase one license of Scan&Organize Addon for ACT! per user.

3. Scan&Organize Addon for ACT! requires a TWAIN Compliant Scanner.

4. Published minimum system requirements are based on single user environments. Actual scalability and number of networked users supported will vary based on hardware and size and uSwiftpage of your database. Swiftpage Software scalability recommendations are based on in-house performance tests using the recommended server system requirements found at: ACT! Requirements to ensure your system meets these requirements. You must have one license of ACT! per user.

**Note: ACT! Pro (standard version) allows 10 or fewer users. If you expect to have more than 10 users, you must purchase ACT! Premium. This version allows more than 10 users and gives you additional functionality. Click here for more a comparison of standard to Premium.

Important Note for ACT! 6.x or Prior Customers: Customer activation and registration are required to use ACT!. Certain features may have changed or are no longer available, including inbound caller ID functionality, WinFax integration, recording and playback of macros, email/modem-based database synchronization, and SideACT!.

If you have questions, feel free to call our sales line at 800-831-7636.

ACT! Pro (Standard) allows 10 or fewer users. If you expect to have more than 10 users, you must purchase ACT! Premium. ACT! Premium allows more than 10 users and gives you additional functionality. ACT! Standard and Premium comparision chart

Sync your Blackberry with ACT!

Act4Advisors Addon for ACT! v3

Customized ACT! for Financial Services Professionals.

Note: Online orders are available for US residents only. Canada and International sales please call 1.770.475.0495 x1 or email sales@software4advisors.com for purchasing assistance Monday – Friday 9AM – 6PM EDT.

**Requires ACT! version 2009 or newer

Act4Advisors v3.5 Single User License $249
Act4Advisors v3.5 2 User Network License $399
Act4Advisors v3.5 3-5 User Network License $649
Act4Advisors v3.5 6-10 User Network License $999
Act4Advisors v3.5 11-15 User Network License CALL  
Support (30 days after purchasing Act4Advisors or Support Contract Expiration) $399
Support (Purchase Today! with Act4Advisors/Bundles and get a $100 discount) $299
Support Contract Renewal $299

 

Sync your Blackberry with ACT!

Act4Advisors Upgrade Pricing

Note: To purchase this, you must have purchased a previous version of Act4Advisors (Act4Advisors version 1 or 2).

**Requires ACT! version 2009 or newer

Act4Advisors v3.5 Single User License Upgrade $199
Act4Advisors v3.5 2 User Network License Upgrade $319
Act4Advisors v3.5 3-5 User Network License Upgrade $519
Act4Advisors v3.5 6-10 User Network License Upgrade $799
Act4Advisors v3.5 11-15 User Network License Upgrade CALL  
Support (30 days after purchasing Act4Advisors or Support Contract Expiration) $399
Support Contract Renewal $299

 

*Act4Advisors License Note: Each Act4Advisors license includes one Act4Advisors database that can be installed on one computer.

The license level is based on the number of active users who have login rights to the database. License level’s include Single User, 2 User, 3-5 User, 6-10 User, etc.

* Note on migrating/converting your current data: The price of the software does not include data conversions or import from any program. Click here to read disclaimer >

1. You must purchase one license of Act4Advisors Addon for ACT! per user.

2. Published minimum system requirements are based on single user environments. Actual scalability and number of networked users supported will vary based on hardware and size and uSwiftpage of your database. Swiftpage Software scalability recommendations are based on in-house performance tests using the recommended server system requirements found at: ACT! Requirements to ensure your system meets these requirements. You must have one license of ACT! per user.

Sync your Blackberry with ACT!

ACT!

ACT! is the #1 selling contact and customer manager that helps you organize contact information, manage daily responsibilities, and communicate more effectively to improve your productivity.

Note: Online orders are available for US residents only. Canada and International sales please call 1.770.475.0495 x1 or email sales@software4advisors.com for purchasing assistance Monday – Friday 9AM – 6PM EDT.

ACT! Pro $269
ACT! Pro Upgrade** $199
ACT! Premium for 1-4 Users $549
ACT! Premium Upgrade** for 1-4 Users $359
** Upgrades require a previous ACT! license that is no more than 2 versions from the current version. For example, ACT! 2011 users qualify for upgrades to ACT! 2013.  Call us for pricing on more users. 800-831-7636

*ACT! Standard and Premium comparision chart >

Note: ACT! Pro can only be used with up to 10 users sharing one database. If customer adds an 11th user or greater, ALL users must upgrade to ACT! Premium.

* Note on migrating/converting your current data: The price of the software does not include ongoing phone support, data conversions or import from any program. Phone support is offered optionally. Click here to read disclaimer >

The products and services highlighted on the softwar4advisors.com website have undergone a product review by Allied Financial Software, Inc. (AFS). AFS is a reseller of most products listed on this website and is in no way liable or responsible for claims made related to the products or services provided by third party vendors. AFS does not warrant or guarantee the quality of products or services provided by any vendor. Please direct your inquiries regarding softwar4advisors.com website product warranties to the appropriate vendor.

Published minimum system requirements are based on single user environments. Actual scalability and number of networked users supported will vary based on hardware and size and uSwiftpage of your database. Swiftpage Software scalability recommendations are based on in-house performance tests using the recommended server system requirements found at www.act.com You must have one license of ACT! per user.

**Note: ACT! Pro (standard version) allows 10 or fewer users. If you expect to have more than 10 users, you must purchase ACT! Premium. This version allows more than 10 users and gives you additional functionality. Click here for more a comparison of Swiftpage Pro to ACT! Premium.

Important Note for ACT! 6.x or Prior Customers: Customer activation and registration are required to use ACT!. Certain features may have changed or are no longer available, including inbound caller ID functionality, WinFax integration, recording and playback of macros, email/modem-based database synchronization, and SideACT!.

If you have questions, feel free to call our sales line at 800-831-7636.

Professional solutions that will help you get the most out of your ACT! software
Addons for ACT! blend seamlessly with ACT! letting you customize ACT! to the way you do business. Click here for a complete list of Addons for ACT!

ACT Email Connect

ACT! Email Connect

With ACT! Email Connect for MS Outlook, you can start your Outlook email directly in ACT! and send email from Outlook or send and attach to ACT!. No ACT! email client or ACT! addressbook is needed.
More Details | Order Here!

 

ACT! E-Marketing

ACT! E-Marketing

Swiftpage gives you the tools to create beautiful email templates, send directly from your database and track your mesSwiftpages. You can also schedule to send, or choose to send as a different user or the record manager of each contact.

More Details

 

Mondo ACT! Training Videos

ACT! Training Videos

Mondo Media provides ACT! training videos that help sales professionals, information technology professionals and customer service staff get the most out of ACT! software.
More Details | Order Here!

 

Sync Your iPhone with ACT!

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Sync your ACT! CRM data with all the latest Blackberry, Windows Mobile, iPhone and Palm OS devices, or with Microsoft Outlook.
More Details | Order Here!

 

Sync your Blackberry with ACT!

Handheld Contacts

ACT! for Blackberry, Pocket PC, and Treo Smartphones! Simple, reliable and secure. Handheld Contact is the best solution for getting ACT! on your phone.
More Details | Order Here!

 

Laser App Software

Laser App Software

Easy to use, interactive form system for the independent financial advisor. Laser App uses your broker, rep, and client data to assist you in filling out the tedious and redundant fields in securities and annuity forms.

More Details | Order Here!

 

Sync your Blackberry with ACT!

Scan&Organize Addon for ACT!

Scan, attach, and manage documents within ACT! and become paperless.
More Details | Order Here!

 




 

ACT! is a registered trademark of Swiftpage, Inc. Act4Advisors Addon for ACT! is a trademark of ©2024 Allied Financial Services Inc.