E-mail:
Password:
Re-enter password:
Full Contact Name:
Company:
Phone:
(ex.770-475-0495)
Fax:
(ex.770-475-0495)
Address:
City:
State:
(ex.
GA)
Zip:
Country:
What version of ACT! do you currently
use?
Please select ACT! by Sage 2010 or 12.0 ACT! by Sage 2009 or 11.0 ACT! by Sage 2008 or 10.0 ACT! by Sage 2007 or 9.0 ACT! by Sage 2006 or 8.0 ACT! by Sage 2005 or 7.0 ACT! 2004 or 6.0 ACT! 2000/5.0 or earlier version None, I do not have ACT!
Have you customized your
ACT?
Please select Yes No
How did you hear about
us?
Please select Yahoo Search Google Search MSN Search Bing Twitter Digg Blogger Technorati Facebook AOL Search Other Search Engines ACT by Sage Web Site Addon Store ASDS Computers dbCams Laser App Software Cygnus IncomeMax Bloomberg Wealth Magazine Financial Planning Magazine Investment Advisor Magazine On Wall Street Magazine Registered Rep Magazine Morningstar Advisor Broker Dealer Referral Word of Mouth Current User
What broker dealer firm(s) are you
affiliated with?
Please select Other Not Listed 1st Global Partners A.G. Edwards Advest Advantage Capital Corp AIM Allegheny Investments Allen & Co. of Florida Inc. Alliance Allmerica Financial American Century American Express American General Securities Inc. American Skandia Ameritrade Associated Securities Corp AUL Equities AXA Banc One Securities Corp BlackRock Funds Bloomberg BMO Nesbitt Burns Cadaret Grant Co Cambridge Investment Mgmt Capital Analysts Incorporated Carillon Investments CIBC Oppenheimer CIBC Wood Gundy CIBC World Markets Corp. Charles Schwab CJM Planning Comerica Commonwealth Financial Network Conseco Credit Suisse First Boston D A Davidson & Company Davenport & Company LLC Deutche Bank Alex Brown DJ Mosier Financial Services Donaldson, Lufkin & Jenrett Securities Eaton Vance Edward Jones Fahnestock & Co. Federated Ferris Baker Watts Fidelity Financial Network Financial Network Investment Corp. First Allied Securities Inc. First Citizens Investor Services First National Bank - St. Louis First Tennessee Brokerage First Western Advisors Firstar Fiserv Investor Services Franklin Templeton FSC Securities Corporation Goldman Sachs Gruntel & Company Guardian H. Beck H & R Block Financial Advisors H D Vest Investment Securities Heartland Investment Associates Hilliard Lyons IDEX IFG Network Securities IJL Wachovia Independent ING Financial INVEST Investment Mgnt & Research Investors Security Company Inc. Legacy Financial Services Jefferson Pilot Securities J.J.B Hilliard, W.L. Lyon Inc. Janney Montgomery Scott LLC John Hancock Kayne Anderson Rudnick Keycorp Landmark Capital Legg Mason Lehman Brothers Liberty Funds Lincoln Financial Advisors Linsco/Private Ledger Linscomb & Williams Locust Street Securities LPL Financial Services McDonald Investments Merrill Lynch MFS Milestone Investment Inc. Miller, Johnson, Steichen, Kinnard Securities Inc. MML Investor Services (Mass Mutual) Morgan Keegan & Company Morgan Stanley / Dean Witter Multi-Financial Mutual Service Corp Nathan & Lewis Securities National Planning Nationwide Next Financial NFP Securities Northwestern Mutual Investor Services LLC Oppenheimer Funds Park Avenue Securities Parker Hunter Incorporated Personal Financial Consultants Pioneer Investments Prime Financial Services Principal Financial Group Quick & Reilly Raymond James & Associates RBC Dain Rauscher Robert W. Baird & Co. Inc. Robertson Stephens Royal Alliance Associates Royal Bank - Canada Ryan, Beck & Co. Salomon Smith Barney Scotia McLeod Scott & Stringfellow Securities America Inc. Securities Industry Association Southwest Securities Group Stifel, Nicolaus & Co. Inc. Strong Capital Management Summit Financial Resources SunAmerica SunTrust Securities TD Waterhouse Thomson Kernaghan and Company Ltd. Tucker Anthony U.S. Bancorp Piper Jaffray Inc. U.S. Bank UBS Paine Webber USAA Brokerage Services UVEST Financial Services Group VESTAX Securities Corporation Wachovia Securities Waddell & Reed Wallstreet Electronics Wells Fargo Investments Walnut Street Securities World Group Securities
If not listed, enter in your broker dealer
or None:
What are your assets currently under
management?
Please select Less than $5 million $5-10 million $10-25 million $25-50 million $50-100 million $100-250 million More than $250 million
What is your primary business
focus?
Please select Financial Planning Investment Management Investment Product Sales Insurance Product Sales Investment and Insurance Product Sales Equally Estate Planning CPA Tax Advise
How are you normally
compensated?
Please select Commission Only Commission and Fee Fee Based Fee Only
Do you prepare tax
returns?
Please select Yes No
What financial software do you use?
( Hit and hold the Ctrl key and select all
that applies.)
Advent Advisory World Analytics BluePrint Captools CDS Easy Data Centerpiece dbCAMS Easy Money Financial Profiles Frontier Analytics Fplan Ibbotson Master Plan Methuseleh Morningstar Advisor Workbench Morningstar Principia Pro Navi Plan Power Optimizer Ramcap Sun Guard Silver Planner Standard and Poors Techfi Portfolio Weisenberger Investment View None
Please select the software you are
interested in? ( Hit and hold the
Ctrl key and select each that applies.)
4Advisors 3.0 Addon for ACT Act4Advisors 2.0 Addon for ACT Advisory World Analytics Captools dbCAMS Easy Money Laser App Software Power Optimizer Ramcap Scan and Organize Addon for ACT Silver Planner
register 11/23/2024 Open