"I was on the Bill Good system for about seven years and had nothing but problems. After a very thoroughly due diligence process of all the contact management systems available I decided to go with Act4Advisors. Why did I wait so long? This system has done nothing but make life easier and helps my business grow. I've told several friends if they buy the system and don't like it I will pay for it (I'm that sure of it). One of the best things about the system is you can customize it the way you want to an you don't have to be a computer genius. Scott, I want to thank you and ALL of your staff for the fine job you do. "
Eric Baertels, CRPC, CIMA
Vice President-Investements
Financial Planner
"As an Act4Advisors user I have been a satisfied customer for years. I am not very technical and so from time to time I need technical assistance. I have had the good fortune to be serviced by Scott Abboud himself but more often than not it has been Allied Financial Software Support who is absolutely the best. Recently I have run into problems due to operating system changes and the need to use encryption to protect client information. During this conversion I have run into numerous snags and the Act4advisors support team has been great."
"Thank you very much."
George Doria-Medina
Life Event Financial
Financial Planner
"As an IT professional I am often frustrated by technical support staff who are either condescending or not knowledgeable. Allied Financial Software's Wendy Deemer was extremely helpful and understanding when we installed Act4Advisors, including the inevitable Windows system problems. She was patient as we walked through each step of the installation and data conversion, and followed up to make sure no data was lost. Worth every penny! "
Brett Varney
Untangle Your Web
IT Consultant
"As a long time user of Act4Advisors, I find the software invaluable. With numerous features that help me keep in touch with my clients, helps me stay informed on my clients, and helps me to manage my office. Act4Advisors is the very best software. Allied Financial Software, Inc. provides great support for the little problems that I had. I highly recommend it. "
Pat Shea
Dollars and Sense Financial Services
Financial Planner
"Act4Advisors has helped my business more than any other software I have purchased. I can't imagine running a financial planning business without it and the tech support is world class. "
Tory Viso
North Ranch Financial
Financial Planner
"Thanks for your help. Your product is great and we wouldn't be able to function without it. You have a client for life with us."
Claudia L. Pope, AIAA, ACS
Lesjak Financial
Financial Planner
"Act4Advisors paid for itself the first week it went to work for me; I truly feel that I was able to hold off hiring another assistant by adding this software to my professional arsenal. I've already recommended Act4Advisors to other advisors I know and I will continue to do so."
Dean Charron
New York Life
Financial Planner
"I have experience with Broker's Alley as well as the Bill Good System and have found that Act4Advisors combines the best of the two... the ease of Broker's Alley with the depth of Bill Good's software. Act4Advisor's support staff is exceptional as well. Friendly, patient, and knowledgeable."
Keith Becker
Smith Barney
Financial Planner
"The product is excellent! I’m very impressed. Microsoft Outlook has a lot to learn from Act! And your file management and client management interface is very well done." "Many thanks for your support."
Paul Carroll
Efficient Wealth Management
Financial Planner
"While calling around for software demos, I was surprised how much the people at Allied knew about the products on the market. They helped me focus on an asset allocation program that has increased my assets under management and helped me deliver services the big brokerages firms can't compete with."
Randy Rathmann
Proequities
Financial Planner
"If I knew what I know now, I would have called Scott Abboud at AFS a lot sooner. He helped us find a portfolio management software program that fits our needs as financial planners."
Dale Alexander, CLU, CFP
Dunwoody Brokerage
Financial Planner
"Scott Abboud knows his business. His Act4Advisors interface has allowed us to fully utilize our client and contact management software program. Scott's interface for Act! has saved us hours of work in developing our own."
Kent Kraus
MBA SunAmerica Securities
Financial Planner
"Act4Advisors is an incredible resource for building stronger relationships with clients resulting in an increase in referral business. Truly impressed with your forward thinking!"
Jerry Boda, CFP
Boda Financial
Financial Planner
"I have found that Act4Advisors not only excels in managing my sales development, but also in compliance. As a former compliance officer, I have always maintained that good compliance = good sales. Your software helps in tracking every aspect of the sales process, makes it easy to follow up with client service, and easy to maintain complete records (including contemporaneous notes). A Winner!! Every broker-dealer should require its reps to use this software!"
Bill Cantrell
First Midwest Securities, Inc.
Financial Planner
"After spending a great deal of time on an ongoing basis attempting to personally modify ACT to meet my needs, I found a simple solution that I wish I had found months ago; Act4Advisors. The program is well organized and complete providing me with a comprehensive picture of my client's situation. "
"Keep up the good work!"
Edward C. Goldstein*
Lincoln Financial Advisors
Financial Planner