SOURCE: Sage Software

May 09, 2008 09:00 ET

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® Windows® Vista and Office 2007

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, or by contacting an ACT! Certified Consultant. For more product details visit

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

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 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 for more information.

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