Broker's ACT!
The world's best selling contact manager can be customized for
financial planning.
1 Contact Information - Notes
![](01BActNotes.jpg)
2 History
![](02BActHistory.jpg)
3 Activities
![](03BActActivities.jpg)
4 Opportunities
![](04BActOpportunities.jpg)
5 Groups/Companies
![](05BActGroupsCompanies.jpg)
6 Documents
![](06BActDocuments.jpg)
7 Secondary Contacts
![](07BActSecondaryContacts.jpg)
8 Contact Access
![](08BActContactAccess.jpg)
9 Contact Info
![](09BActContactInfo.jpg)
10 Other Addresses
![](10BActOtherAddresses.jpg)
11 Accounts
![](11BActAccounts.jpg)
12 Allocation
![](12BActAllocation.jpg)
13 Suitability
![](13BActSuitability.jpg)
14 Campaigns
![](14BActCampaigns.jpg)
15 Family Relations
![](15BActFamilyRelations.jpg)
16 RoadMap
![](16BActRoadMap.jpg)
17 Annuities
![](17BActAnnuities.jpg)
18 Insurance
![](18BActInsurance.jpg)
19 Estate Planning
![](19BActEstatePlanning.jpg)
20 Qualified
![](20BActQualified.jpg)
21 Disability Ins
![](21BAactDisabilityIns.jpg)
22 Advisors
![](22BActAdvisors.jpg)
23 ACT User Fields
![](23BActActUserFields.jpg)
24 Statistics
![](24BActStatistics.jpg)
25 Timeline
![](25BActTimeline.jpg)
26 Campaign Results
![](26BActCampaignResults.jpg)
ACT! Help