Contact Information: Contact: Ryan Zuk Sage Software 480-368-3818 ryan.zuk@sage.com Shana Keith Porter Novelli 404-995-4557 shana.keith@porternovelli.com
ACT! by Sage for Financial Professionals 10.0 Delivers New Contact and Data Management Features
Contact and Compliance Management Solution Enhances Financial Data Management Capabilities and Adds Dashboard Schedule and Activity View; Latest Version Supports Microsoft(R) Windows(R) Vista and Office 2007
| Source: Sage Software
SCOTTSDALE, AZ--(Marketwire - May 9, 2008) - Sage Software today announced ACT! by Sage
for Financial Professionals 10.0, a comprehensive contact and compliance
management solution that provides financial advisors, brokerage firms and
financial services teams with centralized and secure data management, sales
productivity features, and compliance reporting capabilities. New version
10.0 features include insurance and annuity information tabs for expanding
client profiles, a dashboard for accessing schedule and activity data in a
single view, and support for Microsoft Windows Vista and Office 2007.
"Financial advisors succeed by developing personal relationships with their
clients and creating a positive experience for each," said David van Toor,
senior vice president and general manager for Sage CRM Solutions North
America. "ACT! for Financial Professionals helps users capture unique
details about their clients so they can nurture these relationships, spend
time selling only the most appropriate products and services, and help
improve their clients' financial standing as well as their own."
ACT! for Financial Professionals 10.0 contains all the features of ACT! by
Sage 2008, the number-one selling contact and customer management solution
from Sage Software. Users can organize client data with information tabs
for investment profile, accounts, family members, college, retirement and
estate planning, and insurance and annuity products, and can customize
tabs, fields, templates and reports to support business and compliance
tracking requirements.
ACT! for Financial Professionals provides additional integrated
capabilities that help financial advisors keep their client data updated
and immediately accessible. These features include "missing info"
reminders, important note fields, multiple address management, dynamic
field labels, age calculation fields, features for managing relationships
between contacts, and a contact event recording feature, among others.
Two product editions are available: ACT! for Financial Professionals is
ideal for individuals or up to ten networked users,(1) and ACT! by Sage
Premium for Financial Professionals is ideal for larger workgroups and
includes advanced security features, automatic database synchronization and
backup, and centralized administration. Users of each edition can
synchronize contact, calendar and to-do information with their Palm OS®
or Pocket PC devices. Both 10.0 editions support Microsoft Windows Vista
and Office 2007.
ACT! for Financial Professionals is available for $449.99 MSRP and $349.95
MSRP for customers upgrading from previous versions. ACT! Premium for
Financial Professionals is available for $639.99 MSRP and $469.95 MSRP for
customers upgrading.
Customers who purchase ACT! for Financial Professionals also receive ACT!
Business Care,(2) a support and maintenance plan that provides product
upgrades(3) and updates, and priority access to senior technical support
specialists.
ACT! For Financial Professionals is available by contacting the ACT!
Corporate Sales team at 877-851-7572 or corporatelicensing.act@sage.com, or
by contacting an ACT! Certified Consultant. For more product details visit
www.act.com/affp.
About ACT!
ACT! established the Contact Management software category in 1987 and,
today, is the number-one selling contact and customer management solution
and preferred choice of over 2.8 million registered users and over 43,000
additional corporate customers to organize, access and manage their
customer information. ACT! delivers powerful capabilities that support a
full range of desktop, laptop, Web browser and handheld device access
methods that can work seamlessly with a centralized database to help
individuals, selling teams and corporate workgroups improve productivity
and increase sales. For more ACT! information, visit www.act.com.
About Sage Software
Sage Software supports the needs, challenges and dreams of nearly 2.9
million small and medium-sized business customers in North America through
easy-to-use, scalable and customizable software and services. Our products
support accounting, operations, customer relationship management, human
resources, time tracking, merchant services and the specialized needs of
the construction, distribution, healthcare, manufacturing, nonprofit and
real estate industries. Sage Software is a subsidiary of The Sage Group
plc, a leading global supplier of business management software and services
to small and medium-sized businesses. Formed in 1981, Sage was floated on
the London Stock Exchange in 1989. Sage Group now has 5.5 million customers
and employs over 14,800 people worldwide. For more information, please
visit the web site at www.sagesoftware.com or call (866) 308-2378.
© 2008 Sage Software, Inc. All rights reserved. ACT! is the registered
trademark of Sage Software, Inc. All other trademarks are the property of
their respective owners.
(1) You must purchase one license of ACT! per user.
(2) ACT! Business Care (which includes product upgrades, updates, and
priority technical support) is an annual support and maintenance program
that is renewable on the anniversary date of your purchase at the
then-current renewal fee. Renewal is not required to continue to receive
maintenance updates or have access to per incident technical support on a
pay-per-call basis.
(3) Product upgrades are limited to ACT! for Financial Professionals or
ACT! Premium for Financial Professionals for one year from the date of
purchase. Access to priority technical support is available for one year
from the date of purchase. See http://www.act.com/affp for more
information.