Act4Advisor
Curated by SignalClient communication solutions enhancing interactions for wealth managers.
Overview
Act4Advisor, created by Allied Financial Software, Inc., is a platform designed for wealth managers that focuses on client communication solutions. It facilitates interactions through secure messaging, video conferencing, and collaborative financial planning tools, which aim to support ongoing dialogue between wealth managers and their clients. The platform includes various features such as asset allocation software, customer relationship management (CRM), portfolio management, and practice management solutions, which are intended to enhance client engagement and transparency. Act4Advisor is tailored to meet the specific requirements of financial advisors by offering customizable options and functionalities relevant to the industry. Additionally, it emphasizes the management of client relationships while maintaining data security and privacy standards.
Key facts
- Founded
- 2009
- Headquarters
- Alpharetta, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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