Customized ACT!6.0 Database for Financial Planners, Investment Advisors, stockbrokers and Insurance Professionals

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Brokers*ACT! 7.0 for ACT! 2005 to be released in 2005

Hey! Get Your ACT! Together!

Transform your ACT! into A Powerful Marketing, Organizational & Production Tool

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Single & Network Multi-User Licenses Available Order Now

Currently, BrokersACT only works with ACT 6.0. We expect BrokersACT 7.0 to be released in the first quarter of 2005

Features Tour

ACT! 7.0 features tour (for new & current users)
Take a self-guided tour to see how ACT! can help you get a complete picture of every customer relationship.

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Solutions for the Computerized Financial Advisor

Please complete this short form and we will immediately email you the URL where you can download the FREE Brokers*ACT Virtual Demo Tour! Be sure to use a valid email address to receive the URL via email.

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Your Name:
Company Name:
Address:
City:	State:	Zip:
E-Mail:
Phone:

How did hear about us?

Do you currently own/use ACT?

Do you currently use Act4Advisors?

Do you currently use Cyberbroker?

Your Primary Job Function Is:

What Best Describes Your Company and Its Primary Business

What is the approximate value of your total assets under management?

Primary form of compensation:

fee-based transaction-based

Type of Licenses Held (check all that apply)

	Series 7 NASD
	Series 8 NASD
	Series 24 NASD
	Series 6 NASD
	Series 26 NASD
	Series 65 NASD
	Certified Financial Planner
	Insurance Agent

Which of the following do you recommend/sell to your clients?

	Stocks
	Bonds
	Mutual Funds
	Annuities
	Managed/Wrap Accounts
	Retirement Products
	Other Insurance Products
	Options/Futures

I would like to get a copy of the results of this form!

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