Allied Financial Software
HQ Address
11800 Northfall LN, Suite 1404, Alpharetta, GA 30009, United States
Website Address
Business introduction
Helping financial professionals stay in touch!
Over 20 Years Experience
Our Company
Since 1993, Allied Financial Software - 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.
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.
Allied Financial Software Solutions
ACT!
Like the millions of individuals in small businesses and sales teams who use ACT!, you'll always be prepared with recent emails, meeting notes, task reminders, and social media profiles, because all of these details live in one place. You can even use ACT! like a sales and marketing assistant to get......
business needs
view solutionAct4Advisors
Financial services professionals that use the widely acclaimed ACT! software know the power and advantages it brings to their financial practice. ACT! CRM software has proven itself by bringing ease of use and powerful features that even a novice can master in just a few minutes. In order to get......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
Sage ACT!
We understand. Sage ACT! was created for people like you who must manage a growing business and associated business relationships. You need more than a paper-based method, spreadsheet, or e-mail system where you spend too much time looking for scattered information. Choose Sage ACT! and provide superior service to your prospects,......
business needs
Scan&Organize
Connect your ACT! contacts to their associated documents and folders inside of ACT!. Simply look up the contact, company or group and click on the Organizer tab. The contents of the linked folder are automatically displayed....
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Document Management & Storage
