Act4Advisors
4.9
1

Not Claimed

Act4Advisors leverages the Act! CRM by adding on customization it for investment advisors, financial planners and insurance professionals. Offered as SaaS cloud, self hosted cloud or traditional desktop software, Act4Advisors leverages Act!'s great features for the traditional financial services office.
Developer
Allied Financial Software, Inc.

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https://www.act4advisors.com
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