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Act4Advisors AddOns
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ACTScan
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ACTScan
is the perfect tool to help you file hardcopy
client documentation right along with all
your other contact information, without ever
leaving ACT!. ACTScan allows you to get your
documents in quickly and then access them
immediately when you need them. With the addition
of ACTView or Adobe Acrobat, everyone in your
office can view the documents.
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Laser
APP
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Laser
App is an easy to use, interactive form system
for the independent financial advisor. 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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Paperless
Office Pro Suite
For
a limited time, you can bundle all three and SAVE
BIG
Bundle
includes:
›
Act4advisors
- a custom ACT! database
and layout template designed specifically
for financial services 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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›
ACTScan
- 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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Original
Price $888* |
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Easy
Office
For
a limited time, you can bundle it and SAVE BIG!.
Bundle
includes:
›
Act4advisors
- a custom ACT! database
and layout template designed specifically
for financial services 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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Original Price $693*
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Office
Lite
For
a limited time, you can bundle it and SAVE BIG!.
Bundle
includes:
›
Act4advisors
- a custom ACT! database
and layout template designed specifically
for financial services professionals.
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›
ACTScan
- 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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Original Price $394*
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Imaging
Suite
For
a limited time, you can bundle it and SAVE BIG!.
Bundle
includes:
›
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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·
›
ACTScan
- 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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Original Price $689*
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**Single
User License. |
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