The essential "Actcessory" 4 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 - all within the best selling contact & customer manager for the last 30 years - Act! CRM.
Act4wealth Feature Tour
With Act4wealth, you have powerful productivity features that include:
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
- Compatible with Act! v16 or higher (sold separately)
- Topline Licensing requires v16 version or higher
- MS Office 2010 or higher (32-bit)
- Annual Subscription = $159 USD (cost per seat)
The Knowtifier (annual subscription - only one required per database) = $299.95 USD.
- When bundled with Act4wealth, Knowtifier is only $199.95/year
- 5-14 = 10% discount
- 15+ = 15% discount