---
title: Act4Advisors Reviews
meta_title: 'Act4Advisors Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Act4Advisors works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2026-06-22'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# 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?open_modal_url=%2Fproducts%2Fact4advisors%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fact4advisors%252Freviews%26source%3Dsticky_header_pin&section=pricing&secure%5Bexpires_at%5D=2026-08-09+23%3A13%3A24+-0500&secure%5Bsession_id%5D=57848b49-65ef-4136-8fb6-37c6df93a04f&secure%5Btoken%5D=9717a2897d23ccc9e2945dfdc6b491b46bd1044f29d2fa4adf5b1c8e9a859932&format=llm_user)

## Act4Advisors Features
**Content**
- Automation
- Marketing Automation

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

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

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics
- Calendar Management
- Template Management
- Client Management
- Workflow Management
- Territory Management
- Financial Management
- Document Management

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

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

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

**Additional Functionality**
- Search/Filter
- Activity Tracking
- Expense Tracking
- CRM
- Mobile Access
- AI Copilot
- Calendar Sync
- Third-Party Integrations
- Data Import/Export
- Customizable Reports
- Customizable Fields
- Lead Capture
- Relationship Tracking
- Collaboration Tools
- Alerts/Notifications
- Email Templates
- Generative AI
- Customer Database
- Task Scheduling
- Reporting & Statistics
- API
- Team Assignments
- Drag & Drop
- Access Controls/Permissions
- For Financial Institutions
- Interaction Tracking
- Sales Reports

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