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Allied Financial Software

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Allied Financial Software Reviews

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Verified User in Financial Services
UF
Verified User in Financial Services
02/23/2021
Validated Reviewer
Review source: Organic

Act4Advisor Long time user

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.

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What is Allied Financial Software?

Allied Financial Software Inc. is a company that provides ACT! for Advisors, a client management software solution specifically designed for financial advisors. Their software integrates with the popular contact and customer management software, ACT!, to offer tools tailored for the financial services industry. These tools help advisors manage client relationships effectively by organizing client information, providing communication history, and enabling efficient scheduling and task management. The company's focus is on improving client relationship management and operational productivity for financial professionals.

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