About Allied Financial Software, Inc.
Allied Financial Software, Inc. (AFS) provides CRM and EDM software as well as business development solutions to financial planners, investment advisors and insurance professionals. AFS is the creator of the widely acclaimed Act4Advisors addon for the ACT! CRM system. As ACT Certified Consultants, they provide training, best practices and customization to financial professionals who use the ACT! software. AFS is also the creator of the Scan and Organize addon for ACT! giving users the ability to scan and/or manage documents with document workflow from within the ACT! software. Specialties CRM, Document Management, Financial Services Best Practices, ACT! consulting
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