06-23-2011 01:02 PM
I am a financial planner with 25 years of experience in my field. I don't have 25 years of experience in software. While I find much of Act for financial professionals useful, I don't find it at all user friendly when it comes to customization.
For instance, the machinations one has to go through to do simple things like changing the name of a data base, add rows or columns in certain tabs, removing tabs, or changing the order they are in, is rediculous.
As I explained to the tech person that was helping me, I have a business to run and clients to serve. For me to have to spend more than 30 seconds to accomplish any of the above items and more is a waste of my time. In addition the certified ACT consultants charge exhorbitant fees and require I take time away from my business to get what I want done to ACT.
If you really want to create a datat base program which will be really useful to a financial advisor then contact me. I'll be more than happy to let your development team know in fact what we need to be able to use ACT in a helpful way.