Investment professionals that use the widely acclaimed ACT! software know the organization and advantages it brings to their financial practice. Pushing 4 million users worldwide and 11,000 corporate accounts, ACT! is by far the best and easiest contact database program in existence. And we just made it better!

There are a few similar products currently on the market but we felt they offered stuff we didn't need and stopped short of offering us what we really needed. In addition, most financial professionals either have (or work for major firms that provide) asset allocation and real-time quote software so we didn't clutter up our database add-on with this unnecessary redundancy. Why waste time with bells and whistles that nobody will hear? The whole point of using contact management software is to better manage your time, not waste it!

Features include:

• Personal data fields for your client's and prospect's personal information including dates of birth, social security numbers, phone numbers, various address fields, hobbies, clubs, etc. Separate pages for the prime contact, secondary contact, dependents and more.
• An Accounts Screen that gives you immediate access to account information such as total assets, total revenue; whether or not the client is fee-based or has a investment plan in place; calculates total assets held as well as what percentage of assets the revenue represents. In addition, this screen will calculate the expected fee-based revenue you should be getting for managing all these assets. An excellent tool for planning your transition business.
• A Holdings Screen that calculates the asset allocation percentages, schedules rebalancing, and allows you to search on securities held.
• The Road Map Screen's function is to list your client’s immediate financial goals as well as what they believe to be important in their lives.
• The Campaign Screen allows for easy implementation and tracking of sales or drip campaigns. Excellent way to plan a year's worth of contact with your current clients.
• A Six Week Blitz Campaign allows for implementing and tracking specialty campaigns or seminars
• A Client Suitability Screen puts the clients ability to invest at your fingertips.
• Other Advisors Screen. Keep in contact with your client’s other advisors.
• My Information Screen - Key entries to use when creating letters and seminar invitations when using our templates saves you time and effort.
• Various reports including Birthday lists for Prime, Secondary and dependent contacts, Account Info, Revenue Reports and more!
• Plus all the features that have made ACT! 2000 & ACT! 6.0 the best contact database program on earth!

Real Benefits Experienced Using Brokers*ACT!

• Realize an increase in productivity by better utilizing your time
• Maintain constant contact using the time saving systematic process
• Save time retrieving Contact information
• Save time and effort writing letters, faxes and emails
• Maintain focus by utilizing the automated day-to-day functions
• Spend less time managing your entire sales team
• Realize an increase in production from an increase in productivity

In order to become a trusted financial advisor professional, we needed to be completely organized in our business practice. Early on, we recognized the value of a contact database management system and we have used ACT! since 2.0 was released. Although ACT! by itself is an excellent contact database program, it still fell short of being specifically tailored to the financial advisors needs. We needed a client management solution that was specifically oriented to help us become successful in achieving our own business goals! Since we couldn't find one that would actually do this, Brokers*ACT! was born.

About Us

Since 1968, we have worked with a Major National Wire House Firm providing financial services to our clients. Earning such designations as Retirement Planning Specialists, Vice President, Registered Investment Advisors, Branch Manager, First Regional Vice President and Registered Representatives all have truly enabled us to better understand the investment professional's business and client contact database needs. It is our goal to share our knowledge and expertise with other investment professionals in order to enhance the overall trust and professionalism of our industry.

With our 30+ years experience in the financial services industry, successful transition from commissioned brokers to Fee Based Value Added Investment Planning Professionals, and over 2 years in development, Brokers*ACT! brings you the most comprehensive and effective database and layout template to date.