Broker's ACT! Broker's ACT!The world's best selling contact manager can be customized for financial planning.
1 Contact Information - Notes
2 History
3 Activities
4 Opportunities
5 Groups/Companies
6 Documents
7 Secondary Contacts
8 Contact Access
9 Contact Info
10 Other Addresses
11 Accounts
12 Allocation
13 Suitability
14 Campaigns
15 Family Relations
16 RoadMap
17 Annuities
18 Insurance
19 Estate Planning
20 Qualified
21 Disability Ins
22 Advisors
23 ACT User Fields
24 Statistics
25 Timeline
26 Campaign Results
