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Which version of ACT! do you own?*

What broker dealer firm(s) are you affiliated with?*

If Other Not Listed broker dealer, please specify or (None).

What are your assets currently under management?**

What is your primary business focus?*

Yes I have read and agree with the Policy and License Agreement*

Allied Financial Software, Inc. the makers or Act4Advisors and Scan&Organize Addon for ACT!

ACT for Financial Planners, asset allocation software, CRM software, portfolio management software, Client and Contact Management software, Practice Managment Solutions and Financial Planning software.