After a year and a half in development, Keystroke.ca is proud to release the best Act! add-on for financial planners, Act4wealth - the latest in our family of Act4 products. More than any of our other verticals, Act4wealth incorporated extensive industry input and testing in the development of this product, and is built around the CRM2.0 compliance guidelines. Act4Wealth – An Act! add-on designed for Financial Advisors to better manage your Clients, Financial Data, Compliance and Services Offered while easily scheduling recurring activities through the use of Quicknotes.
Act4wealth Screenshots | ||
Main Screen | Mortgage Manager | Service Matrix |
Data Importer | QuickNotes | Act4wealth |
Act4wealth Subscription Pricing(Topline Designer and The Knowtifier sold separately) | ||
Number of Units | Price per Unit | Renewals |
1 to 4 | $149 USD | SAME PRICE |
5 to 19 | $134 USD | SAME PRICE |
20 to 49 | $119 USD | SAME PRICE |
50 plus | $99 USD | SAME PRICE |
Purchase Notes & System requirements:
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.
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