Allied Financial Software, Inc logo
VerifiedSoftware Development· Founded 1993

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.

7-day free trial · no credit card

HeadquartersAlpharetta, United StatesEmployees2(1 to 10)Annual revenue$1M to <$10MFounded year1993Websitesoftware4advisors.comLinkedIn profileLinkedIn

Verified contacts

1

available on Kipplo

LinkedIn employees

2

1 to 10 range

Open roles

no listings

Distinct roles

1

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

Sign up free to see all 1 verified contacts at Allied Financial Software, Inc

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

1 contacts with verified email or phone · masked until revealed.

Sign up free →

No verified contacts on record for this company yet.

Top roles at Allied Financial Software, Inc

1 distinct titles indexed · top 1 shown.

  • 1finance intern

Sign up to unlock all 1 contacts at Allied Financial Software, Inc

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 1 verified contacts at Allied Financial Software, Inc

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Allied Financial Software, Inc | Kipplo Discover