Our Company
Since 1993, Allied Financial Software, Inc. - the creator of Act4Advisors Addon for ACT & Scan and Organize - has been providing software solutions to the financial services industry. Our background as Certified Financial Planners, Registered Investment Advisors and Registered Representatives has enabled us to better understand the investment professional's software needs.
We have established partnerships with some of the best financial services software companies to help us deliver the most appropriate products and services to you. Take the time to view our products and services and find out for yourself how we can help you attain your goals.
Goals
Our goal is to help investment professional's find the right kind of software for the way they do business. Since your business focus can center around financial planning, asset allocation, portfolio management or investment and insurance product sales, different software solutions apply to each of these respective practices.
Experience
- ACT! Certified Consultant
- Certified Financial Planner®
- Past Vice President of a large broker dealer
- Series 7 and 24 licensed
- Business Development Consultant for the Financial Services Industry
- Financial Services experience since 1986
"CRM4ADVISORS, CRM for Financial Planners, CRM for Investment Advisors, CRM for Insurance Professionals, CRM for Financial, CRM for Financial Professionals.
CRM for Financial
Sales: 800.831.7636