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  • Allied Financial Software, Inc. – the creator of Act4Advisors Addon for ACT & Scan and Organize – has been providing software solutions to the financial services industry. Our background as Certified Financial Planners, Registered Investment Advisors and Registered Representatives has enabled us to better understand the investment professional’s software needs.

    We have established partnerships with some of the best financial services software companies to help us deliver the most appropriate products and services to you. Take the time to view our products and services and find out for yourself how we can help you attain your goals.

    Services for Financial Professionals

    We have been providing consulting services to financial planners, CPA’s and investment advisors since 1993. With a “can do” approach, we help you establish goals and then implement a plan to help you achieve those goals. As consultants to the financial services industry, we have put together a team of independent consultants that have broad experience in financial applications. Take a look at our services and let us know how we can help your organization.

    Act4Advisors ‘adds on’ a financial services interface to the Sage ACT! software. The customization includes pertinent industry features, such as personal information fields, basic account and insurance information, custom reports, web portal and document management with scanning capabilities. Our goal is to provide our customers efficient software, training and consulting while establishing partnerships with other acclaimed financial software companies. This goal enables us to deliver the most effective products and services to our customers.

    Training

    We provide various training options for the software applications we provide.

    Consulting

    We provide on site consulting that can include new business development for start-up firms, marketing, operations and system design and implementation.

    Development

    We provide qualified engineers to custom design databases and applications for all financial scenarios.

    Call us toll free for more information 800.831.7636 or email Email Sales at Allied Financial Software.

    Our Goal

    Our goal is to help investment professional’s find the right kind of software for the way they do business. Since your business focus can center around financial planning, asset allocation, portfolio management or investment and insurance product sales, different software solutions apply to each of these respective practices.

    Our Experience

    Developed by:

    ACT! Certified Consultant
    Certified Financial Planner®
    Past Vice President of a large broker dealer
    Series 7 and 24 licensed
    Business Development Consultant for the Financial Services Industry
    Financial Services experience since 1986

    Act4Advisors Contact and Client Relationship Management software for Financial

    Office Hours: Monday through Friday from 9:00am to 6:00pm EST:

    All emails and calls will be answered during office hours. We are closed on national holidays:

    Technical Support:

    Local or International: 770.475.9213
    Email Support
    http://kb.actforadvisors.com

    Note: Act4Advisors provides conditional installation support for the first 30 days upon purchase. After the 30 days, you may email support for free for the first year. Support calls will require a per incident charge of $89 per 30 minute increment or a Support Contract $399 per 6 hour block – expires a year from purchase date. Support contracts and per incident calls does not include Syncing configuration/issues, Palm/Pocket PC sync issues, Data Conversions/Import, and Database/Interface/Report Customizations.
    Please read our Support Policies >

    Sales:

    Toll Free: 800.831.7636
    (Act4Advisors and Scan&Organize Users – please contact Technical Support)
    Office : 770.475.0495
    Email Sales

     

    Vendor Technical Support Contact Information:

    Allied Financial Software, Inc. serves as an independent sales consultant and represents but is not affiliated with any of our vendors.

    Sage ACT! Software

    If you have a technical support question for Sage ACT!.
    1-866-873-2006 (US and Canada)
    http://www.act.com/support

    Money Tree Software

    2430 NW Professional Way
    Corvallis, OR 97330-9901

    Support: 541.754.3701
    Fax: 541.738.6522
    support@moneytree.com

    Power Optimizer and Ramcap

    15335 Morrison Street, Sherman Oaks, CA 91403
    Toll Free: 800.480-3888
    Office: 818.999.0015
    Fax: 818.907.0697
    tech@advisoryworld.com

    Captools

    22510 SE 64th PL, Ste. 210
    P.O. Box 9 Issaquah, WA 98027
    Toll Free: 800.826.8082
    Fax: 425.313.5647
    support@captools.com

    dbCAMS

    FCSI, Inc. 14 Commerce Drive Oakland, MD 21550
    Office: 301.334.1800
    Fax: 301.334.1896
    FCSITechsupport@morningstar.com

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