The essential "Actcessory" for Financial Advisors
** Each License requires one subscription of Tables4Act! for access to the custom tables within this product. Tables4Act! subscription sold separately.
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
All Pricing listed is in USD
Compatible with Act! v16 or higher (sold separately)
MS Office 2010 or higher (32 and 64 bit)
Tables4Act! or Act! Premium Plus are prerequisites and must be installed in advance (sold separately)
Act4wealth software is sold as a perpetual license.
Special customization and integration setup may require additional fees