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· · Product List · ·

Client Contact/Office
4Advisors 3.0
Act4Advisors 2.0
Scan and Organize
AutoAdmin II
Laser App
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Financial Planning
IncomeMax
Moneytree
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Asset Allocation
Analytics
Power Optimizer
RamCap
Scandata
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Act4Advisors Addons:

 

Act4advisors - customized ACT! Database for Financial Planners, Investment Advisors, and Insurance Professionals.

Requires ACT! 6.0
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Starting from
$199

 

For a limited time, you can bundle all three and SAVE BIG!

Bundle includes:

Act4advisors - customized ACT! Software for Financial Planners, Investment Advisors, and Insurance Professionals.
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Laser App - uses your broker, rep, and client data to assist you in filling out the tedious and redundant fields in securities and annuity forms.
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Scan and Organizer for ACT! - is the perfect tool to help you file hardcopy client documentation right along with all your other contact information, without ever leaving ACT!
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Act4Advisors to Laser App Interface is FREE with purchase!

Requires ACT! 6.0

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Starting from
$549
· · · · Original Price $850*
 
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