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Question for financial planners

New Member
Posts: 1
Country: United States

Question for financial planners

Any advice would be appreciated.

 

I am returning to financial planning after six years in the mortgage business. During my time in the mortgage business I became familiar with (addicted to) ACT!. I don't think I could have conducted business without it.

 

I would like some input from financial planners on the ACT! for financial planners as to the features that it has versus the regular ACT! system. The version of ACT! that I ran before was specific to the mortgage business and it was great.

 

I guess I just want to know what I can expect to see that is specific to how we as financial consultants do business.

 

Again, any input would be appreciated.