1. [Home](https://www.g2.com/) 2. ... 3. [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) 4. [Act4Advisors Discussions](https://www.g2.com/products/act4advisors/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e1ca2a1da8f1108991528701bba6bedd/act4advisors.png "Product Avatar Image") ](/products/act4advisors/reviews) [ Act4Advisors ](/products/act4advisors/reviews) (1)5.0/5 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. Show More * * * ### 100.0 Nps Score Already have Act4Advisors? ### All Act4Advisors Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 3 years ago More Options - [ # What is Act4Advisors used for? ](/discussions/what-is-act4advisors-used-for) What is Act4Advisors used for? [ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Act4Advisors+questions+and+get+answers+from+expert+users+in+our+Act4Advisors+Discussions+section.&title=Act4Advisors+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fact4advisors%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Act4Advisors+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fact4advisors%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fact4advisors%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Act4Advisors+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fact4advisors%2Fdiscuss%0aAsk+Act4Advisors+questions+and+get+answers+from+expert+users+in+our+Act4Advisors+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Act4Advisors+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fact4advisors%2Fdiscuss%0aAsk+Act4Advisors+questions+and+get+answers+from+expert+users+in+our+Act4Advisors+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/act4advisors/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_e1ca2a1da8f1108991528701bba6bedd/act4advisors.png "Product Avatar Image") ### Have you used Act4Advisors before? Answer a few questions to help the Act4Advisors community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fact4advisors%2Fdiscuss%3Fsmall_ask%3Dact4advisors) No