After a year and a half in development, Keystroke.ca is proud to release the best Act! add-on for financial planners, Act4wealth - the latest in our family of Act4 products. More than any of our other verticals, Act4wealth incorporated extensive industry input and testing in the development of this product, and is built around the CRM2.0 compliance guidelines. Act4Wealth – An Act! add-on designed for Financial Advisors to better manage your Clients, Financial Data, Compliance and Services Offered while easily scheduling recurring activities through the use of Quicknotes.
- Importing Financial Data: track client financial and insurance data from different carriers with a click of a button
- QuickNotes: with a single click create consistency and save time with pre-populated activity notes
- White Board: throw away your post-it-notes and use our virtual white board
- Compliance & Tracking: record all of your client interactions and generate a summary report
- Marketing: deliver professional email blasts to target groups with Act!’s built in e-marketing
- Service Matrix: Classify your clients (A,B,C,D) and prepopulate a list of services each client type receives
- SalesCloser: you just added a sales coach to your team
- Personal, Household and Business tabs
- Auto household greeting
- Auto address label
- Lock down mailing address
- Easy to install: layer on top of any existing database
- Unlike other wealth management addons, Act4wealth is fully customizable
Act4wealth Screenshots | ||
 |  |  |
| Main Screen | Mortgage Manager | Service Matrix |
 |  |  |
| Data Importer | QuickNotes | Act4wealth |
Act4wealth Subscription Pricing(Topline Designer and The Knowtifier sold separately) | ||
Number of Units | Price per Unit | Renewals |
| 1 to 4 | $149 USD | SAME PRICE |
| 5 to 19 | $134 USD | SAME PRICE |
| 20 to 49 | $119 USD | SAME PRICE |
| 50 plus | $99 USD | SAME PRICE |
Purchase Notes & System requirements:
- All Pricing listed is in USD
- All purchases require a single subscription to The Knowtifer ($69 USD bundled price).
- Compatible with Act! v16 or higher (sold separately)
- Topline Licensing requires Act! v16 version or higher, and one license of Topline Designer is required with each Act4wealth license.
- MS Office 2010 or higher (32-bit)
