# Act4Advisors Reviews
**Vendor:** Allied Financial Software  
**Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About Act4Advisors
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.




## Act4Advisors Reviews
  ### 1. Act4Advisor Long time user

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 23, 2021

**What do you like best about Act4Advisors?**

Every piece of information is available to me.  If a piece of information is needed for all my contacts, I have the ability to create it.  I have not had any large issues and the issues I did have the support helped me out.

**What do you dislike about Act4Advisors?**

I have not learned all of the software's capabilities.

**What problems is Act4Advisors solving and how is that benefiting you?**

Information is quicky available.  I can answer my client's questions.  I can do monthly marketing letters with ease.


## Act4Advisors Discussions
  - [What is Act4Advisors used for?](https://www.g2.com/discussions/what-is-act4advisors-used-for)

- [View Act4Advisors pricing details and edition comparison](https://www.g2.com/products/act4advisors/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+13%3A22%3A52+-0500&secure%5Bsession_id%5D=31d7bebe-8dba-446f-aa66-34b1b1e508de&secure%5Btoken%5D=6b9bb5660fe508d9d86d876627aa3c4134066cebab04e4b4269148f056520993&format=llm_user)

## Act4Advisors Features
**Content**
- Automation

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management

**Agentic AI - Financial Services CRM**
- Decision Making

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