The essential "Actcessory" for Financial Advisors
An Act! Actcessory designed for Financial Advisors to better manage your Clients, Financial Data, Compliance and Services Offered while easily scheduling repetitive activities through the use of Quicknotes.
Importing Financial Data
Compliance & Tracking
Personal, Household and Business tabs
Auto address label
Easy to install
Questions every Financial Advisor should ask themselves
- Do you segment your clients?
- Do you offer different levels of service to these clients?
- Do you track the services you offer each client?
- Can you send marketing email to sub set of your client base?
- Do your renewals, reminders and greeting get sent out automatically?
- Do you re-enter the same instructions for every meeting / call (ie. Buy or sell instructions)?
- Can you import client insurance and investment holdings right to their contact in your client database?
- Do you have one location to see renewals and maturities for your client holdings?
- Can you provide a consolidated listing for your client of all their holdings from different carriers?
With Act4wealth you will be able to manage and grow your business without having to worry about anything falling between the cracks!
Purchase Notes & System Requirements
- All Pricing listed is in USD
- All purchases includes 1-month trial of The Knowtifer with purchase.
- Compatible with Act! v16 or higher (sold separately)
- Topline Licensing requires v16 version or higher
- MS Office 2010 or higher (32-bit)
RELEASE DATE:March 29th, 2016
The following is a breakdown of how our Act4 products can be purchased. As some users may already own Topline Designer and most users will only need one subscription of The Knowtifer, we've broken down our bundles so you can save money by buying only what you need.
- First Year's subscription = $199 USD (cost per seat)
- Subscription Renewal = $149 USD (cost per seat)
The Knowtifier (annual subscription - only one required per database) = $299.95 USD.
- When purchasing 2+ Act4wealth, Knowtifier is only $99.95
- 5-14 = 10% discount
- 15+ = 15% discount