Custom Advisor Solutions, Inc. - Act4Advisors Products

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A robust contact management system is an absolute "must" for any successful business, and certainly for any advisor office. It is the basis for providing the service quality that attracts and retains clients. Internally, CASI has used ACT! as our contact management system for over 5 years. We have found ACT! to be a robust, heavy duty contact management system while being easy to learn and use; the features that have made ACT! the #1 best selling contact management solution.

Allied Financial Software, Inc. has developed a customized ACT! database and design named Act4Advisors, tailored specifically for the financial services industry. As an ACT! Solutions Partner, Act4Advisors was created by Scott Abboud, CFP who is also an ACT Certified Consultant and Business Development Consultant for the financial services industry. He is also a past Vice President of a large broker dealer and truly understands how a financial services office should run.

Act4Advisors is built on the ACT! contact management engine so it incorporates the many features of ACT!. However, the database and screens have been customized to track the data essential for running a financial services office. If your office is looking for an easy to use and easy to learn system that will help you improve your service and marketing capabilities, then ACT! and Act4Advisors should definitely be considered. To find out more information, visit the Act4Advisors Site:
Allied Financial Software - Act4Advisors

CASI has worked extensively with Allied Financial Software to develop customized conversion systems and system extensions to Act4Advisors. Our current product offerings are:

For dbCAMS+ Users
We have developed two separate products for dbCAMS+ users who want to use, or are using Act4Advisors as their contact management system:

Conversion System - Our conversion systems are designed to bring all of your contact management information from dbCAMS+ and transfer it to Act4Advisors. It makes the conversion as easy and quick as possible. Not only is name and address information transferred, but also contact grouping information located in the group, key and geo fields in dbCAMS+. The advanced conversion system also converts all of your dbCAMS+ notes and activities. You will be up and running in Act4Advisors immediately with all of your familiar dbCAMS+ contact coding, reducing the learning curve and making Act4Advisors immediately usable.

Interface System - The Interface System consists of two modules; the Synchronization Module and the Display Module.

Synchronization Module - The synchronization system is NOT designed to give you full synchronization between the two systems. There is not reason to try and duplicate contact information in your portfolio system. However, there are some operational reasons to synchronize certain information. The synchronization system does keep important operational information, such as Social Security numbers, client addresses, etc. in sync between the two systems. It also generates missing Act4Advisors contact records or dbCAMS+ client and owner records in your systems.
Display Module - The display system allows you to review dbCAMS+ portfolio information from within Act4Advisors. When you are dealing with a contact, you have instant availability of the portfolio details on your screen without having to navigate dbCAMS+. The information is queried from the dbCAMS+ system as requested so that your portfolio information can never be out of sync with your dbCAMS+ investment information. The system produces three different displays of data - Account Detail, Allocation by Category and Allocation by Class.

For more information about these products, please click on the following link:

General Product Descriptions and list of field mappings

Conversion System User Manual

Synchronization System User Manual

Display System User Manual

To Order

By Check - Download and complete the order form. Enclose your payment and mail to us.
By credit card - Call Allied Financial Software at 800.831.7636.

For CDS (E-Z Data) Users
We have developed a basic conversion system for CDS Users. This system converts contact information, memo pad notes, and activities. Please call us at 508 954-1235 about your conversion requirements.

For Agency Assistant Users
We have developed a conversion system for Agency Assistant Users. This conversion system converts all the basic contact information into Act4Advisors. The system combines various family contacts into a single Act4Advisor contact. The system also converts the document links in your system to Act4Advisors document links.

Due the extremely flexible nature of Agency Assistant flex fields, some customization is needed for each conversion to extract this information. Please call us at 508 954-1235 to discuss your database and your needs.

For Users of Other Systems
We are Act4Advisors specialists. We can convert any open, readable data store into an Act4Advisors database. Please call us at 508 954-1235 about your system.

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