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Act4wealth

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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 Da ...Read more
USD $ 149.95 each
Brand: Keystroke ProductsKeystroke Products

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  • Description
  • Specifications
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Act4wealth

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 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

Purchase Notes & System Requirements

  • Price is based on per installation
  • Compatible with Act! v16 or higher (sold separately)
  • Tables4Act! or Act! Premium Plus (sold separately)
  • MS Office 2010 or higher (32-bit)

 

Brand URL : https://www.keystroke.ca/apps/keystroke-downloads/download/3-act4-products/73-act4wealth

Specifications

15-Day
Product
Tables4act or Premium Plus
Act! for Windows
Act! v18, Act! v19, Act! v20, Act! v21
Perpetual/Activation

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.

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Toronto   500 Gordon Baker Rd. Toronto, ON, M2H 3B4
Toll Free : 800.857.0558
Office : 416.499.3090
Fax : 416.499.1090
     
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Office : 519.579.1408
     
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Fax : 514.666.9851

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