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Act4wealth

Want to schedule a demo of Act4wealth

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

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

Segment your client types (A,B,C,D) and pre-populate a list of services each client type receives

Personal, Household and Business tabs

Auto household greeting with lock.

Auto address label

Lock down Address label

Easy to install

Layer on top of any existing database: Unlike other Wealth Management add-ons, Act4wealth is fully customizable.

Questions every Financial Advisor should ask themselves

  1. Do you segment your clients?
  2. Do you offer different levels of service to these clients?
  3. Do you track the services you offer each client?
  4. Can you send marketing email to sub set of your client base?
  5. Do your renewals, reminders and greeting get sent out automatically?
  6. Do you re-enter the same instructions for every meeting / call (ie. Buy or sell instructions)?
  7. Can you import client insurance and investment holdings right to their contact in your client database?
  8. Do you have one location to see renewals and maturities for your client holdings?
  9. 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)
  • MS Office 2010 or higher (32-bit)
  • Annual subscription fee includes Tables4Act! (required for accessing custom tables within Act!)

Who we are?

Specializing in home and business network solutions, providing efficiency and productivity via a local or remote setup.

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Get in Touch

Toronto   500 Gordon Baker Rd. Toronto, ON, M2H 3B4
Toll Free : 800.857.0558
Office : 416.499.3090
Fax : 416.499.1090
     
Kitchener   250 Woolwich St. S. Breslau, ON N0B 1M0
Toll Free : 800.939.4737 Ext. 1
Office : 519.579.1408
     
Montreal   2030 Pie-IX, Local 202  Montréal, QC, H1V 2C8
Toll Free : 888.880.0449
Office : 514.666.7587
Fax : 514.666.9851

Monday to Friday: 9am to 5pm
Saturday & Sunday: Closed

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