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 / 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: 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.
• White Board: Throw away your post-it-notes and use our virtual whiteboard
• 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.
• Marketing Automation: Deliver professional email blasts to target groups with Act’s built-in Marketing Automation.
• 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)
• Auto address label: Lockdown Address label
• Easy to install: layer on top of any existing database: Unlike other Wealth Management add-ons, Act4wealth is fully customizable
• 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.

Purchase Notes & System Requirements