Brokers*ACT! for Canada

The Only Commercial ACT! AddOn for Canadian Financial Advisors!

Great News for our Colleagues in the Great North!

No longer do you have to settle for American 'verbiage' on your ACT! AddOn for Financial Advisors. Brought to you by MJB Software is the NEWEST ACT! AddOn for Financial Advisors -- Brokers*ACT! 6.0 for Canada!

This is a special version of the already popular AddOn for Financial Advisors created just for the Canadian Financial Advisors. All nomenclature has been reformatted to meet your needs. From the proper field names to the correct 'retirement' product names, Brokers*ACT! for Canada has been adapted just for you! Check out the screens below. Your Canadian version has its own unique screen layout as well. Truly a specialized product for the Canadian Advisor. Order today!

Screenshots with descriptions

In addition to the standard ACT! screen tabs, included in Brokers*ACT! are the following 12 Additional Screen Tabs...

Click on the images
to view a larger image and descriptions

About Us

Since 1968, we have worked with a Major National Wire House Firm providing financial services to our clients. Earning such designations as Retirement Planning Specialists, Vice President, Registered Investment Advisors, Branch Manager, First Regional Vice President and Registered Representatives all have truly enabled us to better understand the investment professional's business and client contact database needs. It is our goal to share our knowledge and expertise with other investment professionals in order to enhance the overall trust and professionalism of our industry.

With our 30+ years experience in the financial services industry, successful transition from commissioned brokers to Fee Based Value Added Investment Planning Professionals, and over 2 years in development, Brokers*ACT! brings you the most comprehensive and effective database and layout template to date.

Other Products by MJB Software

Brokers*ACT! -- A custom ACT! database and layout template designed specifically for financial services professionals. Customized contact, client and office management for financial advisors. Includes custom database, templates, layouts and reports. Requires ACT! 2000.

Technical Support Information
MJB Software

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