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Want to schedule a demo of Act4wealth



Making mountains of customer data manageable and accountable

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.


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

Personal, Household and Business tabs

Auto household greeting with lock.


Unlike other Wealth Management add-ons, Act4wealth is fully customizable, allowing you to add additional fields or tables to support your specific business need.

Compliance & Tracking

Record all of your client interactions and generate a summary report.


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

Auto address label

Lock down Address label

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!

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. 

Who we are?

Specializing in CRM software for small to medium sized businesses, through expert counsel, deployment, hosting, support, and development services.

Delivering fruitful CRM solutions since 1994, Keystroke is the #1 Act! Reseller in the World and Master Act! Distributor for Canada.

Contact Keystroke

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


Pay your bill online

Monday to Friday: 9AM to 6PM EST
Saturday & Sunday: Closed

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