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
Personal, Household and Business tabs
Compliance & Tracking
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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 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
- 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 preprequisites, and must be installed in advance (sold separately)
- Act4wealth software is sold with a perpetual license.