Tracks Employee Benefits and Qualified Plans.Custom reports for Birthdays, Anniversaries and other important dates.Manages Preferred Mail Address for easy mail merging, labels and envelopes.Add’s custom lookups and automatic group membership.Auto-fills the Spouse Last Name and Salutation.Calculates the Required Distribution Date from the Date of Birth entry.Personal data fields for your client’s and prospect's personal information including dates of birth, social security numbers, drivers license numbers, phone numbers, multiple address fields, hobbies, clubs, tax information, etc.Fully customized ACT! database with various data fields specific to a financial services office.Act4Advisors Customized for Financial Services Professionals
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