What is Allied Financial Software?

Allied Financial Software, Inc. is the creator of Act4Advisors, the premier Act! customization for financial planners, investment advisors and insurance professionals. Our 30+ years of experience in financial services and expertise as Act! Certified Consultants allows us to customize Act! so it fits the needs of most financial services professionals.

Most Trusted Partners

Flowbird Ltd
Flowbird Ltd

We are a team of highly experienced CRM, marketing & sales automation, and business management ...

Trujay
Trujay

Trujay provides data migration and integration for over 30 leading SaaS, CRM solutions. Migration ...