Talk:Act! LLC/Archives/2011
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Timeline
I think the main timeline is not quite accurate - eg 5 PDA products, including the 2 links, before 2000
I've done a more detailed version (as far as I can remember) on my blog here:
http://blog.glcomputing.com.au/2008/12/history-of-act.html [1]
If someone wants to check any of these, maybe the main page could be updated?
GLComputing (talk) 21:09, 11 November 2008 (UTC)
I added a couple of details to the timeline. There are no online references to back them but since I (along with John Maurer) was the one who did that work, those references would have come from me.
I just updated the name to Sage ACT! Professional and Premium, Changed SQL 2005 to 2008 and added a bit on ACT! 2011 ... will drop back later to cite reference sources
GLComputing (talk) 20:52, 29 April 2011 (UTC)
Act4Advisors Addon for ACT!
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.
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.
Developed by: 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
Act4Advisors Addon for ACT! [2] Scan&Organize Addon for ACT! [3] Financial CRM Software [4] ACT! CRM Software [5] —Preceding unsigned comment added by Iwendlei (talk • contribs) 15:31, 23 January 2009 (UTC)