Sage Software has launched Act! by Sage for Financial Professionals 9.0, a contact and customer management system targeted at financial advisors, brokerage firms and financial services teams. This is the second Act! industry-specific system released by Sage in as many months. In May, the financial software conglomerate introduced its Act! by Sage Premium for Real Estate 9.0. Though Act! is touted as contact management product, Sage described the application as being part of its customer relationship management suite of products. The new offering features data management, activity tracking, reporting and sales tools. It centralizes prospect and client data in a single database and enables users to capture and access key contacts, accounts, investment and financial information and assists with regulatory compliance tracking. Available in two versions, Act! by Sage for Financial Professionals is designed to work with up to 10 users, while Act! by Sage Premium for Financial Professionals is targeted at those who intend to share a database with more than 10 users. The Premium version also includes advanced security features at the user and contact levels, automatic database synchronization and backup, and centralized administration. For more information, go to www.sage.com.
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