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

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