$149.95
per activation
Do you have any questions on Act4wealth?
Our
Act4wealth
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.
Act! provides you the History tracking you can trust to stand-up against a KYC audit, because every customer engagement is either automatically tracked in their history, or available to log quickly at the click of a mouse. And Act! is one of the few on-premise & Cloud CRM's on the market, so you always know where your data is.
What's more, with 30+ year in the CRM industry, Act! enjoys a large software eco-system to leverage for workflow automation, mobility, reporting, marketing automation, you name it.
Keystroke is the #1 Act! reseller in the world, and we did extensive industry research to build a product that works like you do. Act4wealth provides you easy reporting and automation to ensure your work time is used with maximum efficiency and accountability.
Fast Facts about Act4wealth
Quick Feature Breakdown
Importing Financial / Insurance Data
Track client financial and insurance data from different carriers with a click of a button and action on key dates.
Services Offered
Track Services & Fees for CRM2 compliance through the Service Matrix. Segment your client types (A,B,C,D) and pre-populate a list of services offered & fees.
QuickNotes & Whiteboard
QuickNotes provides single click consistency with a time-saving list of pre-populated activity notes that can be quickly recorded for each activity type.
Our virtual WhiteBoard provides an easy logging space that will eliminate the need for sticky-notes.
Customizable
Act4wealth is fully customizable, unlike other Wealth Management add-ons, allowing you to add additional fields or tables to support your specific business need, the way you work.
Compliance & Tracking
Record all your client interactions, calls emails, etc. and generate a summary report based on Activity type.
Personal, Household and Business tabs
Our space-saving "Tabs" layout design tool allows you to easily organize all your contact's address in one space, with each of them separated by a tab. Choose a "primary address" and lock that down in an address label for easier merge mailing. (Desktop version)
Marketing Automation
Deliver professional email blasts to target groups with Act’s built-in Marketing Automation.
Plus the power of Act! CRM
Why settle for customized wealth management features on top of a weak CRM. Act4wealth gives you the trusted power of Act!, with the tailor-made features you need.
Act4wealth Feature Tour
Additional Act4wealth videos:
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 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!
Act4wealth Screen Shots (click thumbnails below)
Purchase Notes & System Requirements
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All Pricing listed is in USD
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Compatible with Act! v16 or higher (sold separately)
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MS Office 2010 or higher (32 and 64 bit)
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Tables4Act! or Act! Premium Plus are prerequisites and must be installed in advance (sold separately)
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Act4wealth software is sold as a perpetual license.
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Special customization and integration setup may require additional fees
