Act4Advisors
Customer Engagement Platforms · California, United States · 1-10 Employees
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Overview
Headquarters
15335 Morrison St, Sherman Oaks, Califor...Phone Number
(800) 831-7636Website
www.act4advisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Act4Advisors
Allied Financial Software, Inc. specializes in providing customized CRM solutions for financial planners, investment advisors, and insurance professionals through their Act4Advisors add-on for ACT! software. Their products include a fully customized ACT! database that features specific data fields tailored to the financial services industry, enhancing client and contact management. With over 20 years of experience, they aim to deliver efficient software, training, and consulting services to help financial professionals manage their client relationships effectively. The company also partners with other financial software providers to offer comprehensive practice management solutions.Explore more
Popular SearchesAct4AdvisorsAllied Financial Software IncAct4Advisors AddonSIC Code 73,737NAICS Code 51,513Show more
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Act4Advisors
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Company Profile Activity
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Act4Advisors is experiencing very low activity levels compared to other companies in the Software sector.
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Act4Advisors is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Act4Advisors.
Act4Advisors Tech Stack
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Allied Financial Software, Inc. specializes in providing customized CRM solutions for financial planners, investment advisors, and insurance professionals through their Act4Advisors add-on for ACT! software. Their products include a fully customized ACT! database that features specific data fields tailored to the financial services industry, enhanc... Read More
