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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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  5 Gold Disc Awards   Award from Globalshareware

Upgrade from a competitor and save!  Mapping Available!

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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.

 
Free 30 Day Trial
 

 

 

  
Screenshots: 

BrokersACT is equipped with 18 Essential Custom Screens that can be viewed in three different resolutions.

  • 800x600 large fields

  • 1280x1024 large font

  • 1280x1024 small font (most widely used with high resolution LCD panels)

Stationary Contact Information

Client Personal 
Information
Account & Revenue
Information
Asset Allocation & Rebalancing
Client Suitability
 
Monthly Drip & 
Blitz Campaigns

Family Relations

Financial Goals 
& Road Map


Annuities


Insurance Coverage
Qualified Pensions
Disability Insurance

Estate Planning
Other Advisors Information
Original ACT User Fields
My Information & Planning 

BrokersACT Live Web Tab
BrokersACT User's Forum
BrokersACT Report Templates
BrokersACT Letter Templates

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