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Top Screen
All the important contact
information on top at all times! No more searching the tabs just
to make a simple phone call. Search by Client Type, ID Status,
Household Name, Client Level, and even the Client Investment Profile.
You will not find a more professional looking or better configured ACT
AddOn for Financial Advisors on the Market. Why, simply because
this layout was designed by Top Branch Producers at a major Wire House
who are still in production today.
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