Consolidate Client Information for Effective Communication

Designed specifically for financial services professionals, ACT! for Financial Professionals is a

comprehensive contact and compliance management solution that equips you and your team

with the tools you need to enhance client retention and growth. ACT! for Financial Professionals

enables you to organize prospect and client data and associated financial information, maintain

frequent and relevant communication with prospects and clients, and stay on top of activities

to keep pace with your demanding schedule. With ACT! for Financial Professionals, you’ll

benefit from increased productivity so you’ll have more time to focus on what’s most important

– acceleration of prospect closings and up-sell to existing clients. In addition, you can track client

communications and activity as required by regulatory agencies.

Organize Contacts and Leads

ACT! for Financial Professionals is a single, central repository for critical prospect and client data

captured across your business – whether you work alone or in a team of financial advisors. It

enables you to easily enter information that will help you understand your clients’ or prospects’

investment needs, track detailed financial planning information, capture all communications,

manage prospects from inquiry to full client status, and report on overall effectiveness.

With ACT! for Financial Professionals there’s a place to keep all the financial data you need for

each client, including information on accounts, household, family members, advisors, estate

planning, and more, in separate, dedicated tabs. You can even track the type of business,

category, or tier type you have assigned to the contact, and any important notes.

Access Contact Data Anytime, Anywhere

Now you can stay productive and immediately respond to your clients wherever you are by taking

critical contact, appointment, and to-do information on-the-go. ACT! for Financial Professionals

allows you to synchronize Contact, Calendar, and To-Do information to your Palm OS® or Pocket

PC device for no additional charge, so you always have access to your critical contact information.

Impress Your Clients by Remembering Key Details

Save critical information you need to remember about a client right on the main Contact Detail

view in the Important Notes field. For example, if your client recently had a baby and you want to

mention it on your next call, keep this information in the Important Notes field so it is in full view.

You can also react appropriately to an unscheduled client or prospect call with the Advanced

Lookup function. Easily perform lookups and searches and quickly have all the information you

need. And you can even customize financial-specific tabs and fields as well as reports and

templates to meet your specific business requirements.2

Get Priority Access to Support

Additionally, with your purchase of ACT! for Financial Professionals, Sage Software provides

ACT! Business Care3, delivering the resources you need to quickly be productive. ACT! Business

Care includes priority access to senior product specialists as well as product upgrades1, all

ensuring the best possible experience for you and your team.

ACT! by Sage for Financial Professionals

M A K E C O n tA C t. B u I L D R E L At I O n S h I P S . G E t R E S u Lt S .

ACT! for Financial Professionals enables you to organize prospect/client data and associated financial information, maintain frequent and relevant interaction with contacts, and stay on top of your activities so you’ll have more time to focus on your prospects and clients.

K E Y B E n E f I t S

• Centralize key prospect and client data

• Manage prospects from initial inquiry to client status and beyond

• Logically capture critical financial details for each contact

• Manage and grow your client base

• Prioritize your demanding workday

• Stay productive by taking information on-the-go

• Report on activities associated with clients and the progress of prospects

• Get questions answered quickly with access to senior product specialists

• Ensure you have the most up-to-date product features with automatic upgrades1

About ACt!

The #1 selling contact and customer manager for 20 years, ACT! by Sage enables individuals and teams involved in selling or other

contact-driven roles to improve productivity by helping them organize contact information, manage daily responsibilities, and communicate

more effectively. With contact details at their fingertips, they can focus on what’s important to their business - building stronger customer

relationships. ACT! is easy to learn and use, customizable, and affordable for small businesses. With more than 2.7 million individual users

and 38,000 corporate accounts in 25 countries, ACT! continues to lead the industry in helping customers connect and succeed.

1 Product upgrades include an upgrade to ACT! by Sage for Financial Professionals or ACT! by Sage Premium for Financial Professionals for one year from the date of purchase, not the next version of ACT! by Sage or ACT! by Sage Premium for Workgroups (EX Edition). Access to support is available for one year from the date of purchase. See www.act.com/affp for more information.

2 All customization within design layout is allowed with exception of removing or adding ACT! for Financial Professionals custom controls (these include age text box, household text box, and custom button).3 Your ACT! Business Care Plan (which includes product upgrades and customer support) will be renewed automatically each year on the anniversary date of the shipment of your purchase, at the then current renewal price, unless you terminate your agreement

five business days prior to that date.4 You must purchase one license of ACT! per user.5 In a shared environment, ACT! by Sage for Financial Professionals is designed to work with up to 10 users. If you intend to use workgroup functionality or share a database with more than 10 users, you must purchase ACT! by Sage Premium for Financial

Professionals. Published minimum system requirements are based on single user environments. Actual scalability and number of users supported will vary based on hardware and size and usage of your database. Sage Software scalability recommendations are based on in-house performance tests using the recommended server system requirements found at: www.act.com/2007systreq. You must purchase one license of ACT! per user.

Sage Software supports the needs, challenges, and dreams of 2.7 million small and mid-sized business customers in North America through easy-to-use, scalable and customizable software and services. Sage Software is a subsidiary of The Sage Group plc, a leading international supplier of business management software and services formed in 1981 and listed on the London Stock Exchange since 1989.

End-to-end solutions. Expert advice. Premium support. That’s Sage 360º.

© 2007 Sage Software SB, Inc. All rights reserved. The Sage Software logo and ACT! are registered trademarks or trademarks of Sage Software SB, Inc. or its affiliated entities. All other trademarks are the property of their respective owners. 07-01379

W h I C h v E R S I O n I S R I G h t f O R Y O u ?

In addition to ACT! for Financial Professionals, we offer ACT! by Sage Premium for Financial Professionals. ACT! for Financial Professionals is ideal for individual financial advisors, small teams of up to 10 networked users4, or large disparate workforces that don’t require data sharing or advanced security. ACT! Premium for Financial Professionals meets the needs of larger workgroups and teams of financial advisors5. In addition, it offers functionality such as centralized administration, advanced security features at the user and contact level, and automatic database synchronization, backup, and maintenance which facilitates administration and support for corporate administrators or IT.

ACT! for Financial Professionals allows you to track and manage detailed financial data using custom tabs designed specifically for financial services professionals.

Important Note for all customers; compatibility with ACT! Products: ACT! for Financial Professionals and ACT! Premium for Financial Professionals cannot be used in conjunction with ACT! by Sage Premium for Workgroups 2007 (9.0) (ST Edition), ACT! by Sage Premium for Web 2007 (9.0) (EX or ST Edition), ACT! by Sage Premium for Real Estate 2006 (8.0), or ACT! for Palm OS. Regarding ACT! Add-on Products: Certain ACT! add-on products may not be compatible with ACT! for Financial Professionals and ACT! Premium for Financial Professionals. Please check with your add-on product provider to determine compatibility.

ACt! by Sage for financial Professionals