Our CRM for Financial Advisors Works With Act! Premium Cloud, Act! Premium Subscription, Act! Pro v20
BUY CRM FOR FINANCIAL ADVISORS NOW
CRM for Financial Advisors is designed for Financial professionals. Our Financial Advisor Database for Act! is a customized Act! v20 Premium or Pro database for the Financial Advisement, Financial Planning industry. It helps you take control of your financial practice and effectively manage your client relationships.
WHY YOU SHOULD BUY CRM for Financial Advisors helps you grow your practice by attracting new clients and getting more from existing relationships. And our simple, easy to use financial advisor database is a great start to build and manage your client base, without having to pay a high cost or higher monthly fees for unused features.
Centralize your Contacts, Financial Details and Accounts Under Management for Easy Organization
Keep contact information at your fingertips using a database and corresponding screens designed specifically for financial professionals.
CRM FOR FINANCIAL ADVISORS CLIENTS AND CONTACTS SCREEN
CRM FOR FINANCIAL ADVISORS CLIENT AUM (ACCOUNTS/ASSETS UNDER MANAGEMENT) TRACKING
CRM FOR FINANCIAL ADVISORS OTHER ACCOUNTS(ACCOUNTS/ASSETS NOT UNDER MANAGEMENT) TRACKING
CRM FOR FINANCIAL ADVISORS CLIENT POLICY TRACKING
CRM FOR FINANCIAL ADVISORS INVESTMENT, RETIREMENT AND ESTATE PLANNING
CRM FOR FINANCIAL ADVISORS CLIENT EMPLOYMENT AND INCOME TRACKING
CRM FOR FINANCIAL ADVISORS SPOUSE AND FAMILY INFORMATION
CRM FOR FINANCIAL ADVISORS MANAGE YOUR SALES PIPELINE AND INVESTMENT OPPORTUNITIES
CRM FOR FINANCIAL ADVISORS GROUPS FEATURE TO ORGANIZE YOUR CONTACTS OR TRACK SEMINAR PARTICIPATION
CRM FOR FINANCIAL ADVISORS INTEGRATED EMAIL MARKETING SYSTEM - SEND PROFESSIONAL EMAIL MARKETING CAMPAIGNS
*The Free Basic Emarketing Account comes with standard templates that you can customize or create your own, additional templates are available with a paid account.
Take advantage of
standard Act! v20 features by recording notes and attaching critical documents - all tied to a
Contact Record providing you with a comprehensive view. Keep track
of important interactions with your clients by tracking meetings,
phone calls, important dates, etc. Easily manage follow-ups by
creating activities or assigning to other team members within your
organization. Act! allows you to design your
own personalized collateral and don't forget included with your Act! Subscription or
License Purchase is a
Basic Act! Email Marketing Account
to execute successful marketing campaigns for your financial database.
In addition to CRM for Financial Advisors Database for Act! Premium Cloud (an Act! Hosted Solution with Web, Mobile and Windows access), CRM for Financial Advisors Database for Act! Premium v20 (Self-Hosted Windows, Web and Web Mobile) or Act! Pro v20 (Self-Hosted) Windows Only are also available. CRM for Financial Advisors for Act! Premium Cloud (Act! Hosted) or Act! Premium v20 (Self-Hosted) is ideal for teams to share and assign activity, opportunity, and contact data between advisors, assistants and other specialists who are working together. If you have larger workgroups or teams of Financial professionals and need the additional security features and functionality, an Act! Premium product is the choice for you. With Act! Premium Cloud, you get instant online access to Act! in a modern, secure Cloud environment - no IT needed, no hardware required, just an affordable subscription.
WHAT YOU WILL GET
Act! is more powerful and effective than e-mail and spreadsheet solutions, but
easier to use, quicker to get up and running, and less costly and complex
than other Customer Relationship Management (CRM) solutions.
Your purchase includes a download of the database structure and
setup instructions, Act! v20 licenses or subscriptions are bundled or sold separately.
CRM FOR FINANCIAL ADVISORS DATABASE + ACT! BUNDLE OPTIONSBelow are bundled options for the CRM for Financial Advisors Database with the latest Act! Cloud, Premium and Pro products. If you already have the latest version of an Act! product and want to purchase the database without a subscription or license you will find this option on our Online Store
ACT! PREMIUM CLOUD
ACT! PREMIUM SUBSCRIPTION
|Additional User Cost||$420.00||$300.00||$300.00|
|Year 2 Cost P(Per User)||$420.00||$300.00||Upgrade Price (Optional)|
|Act! Subscription||1 Year Use||1 Year Use||N/A|
|Financial Professional Database||YES||YES||YES|
|Includes 1 Year Act! Technical Support||YES||YES||NO|
|Includes 1 Year Act! Software Updates||YES||YES||NO|
|Includes Act! Product Training Library||YES||YES||YES|
|Cloud Hosting||Act! Hosted*||Self-Hosted||N/A|
|CRM Features & Benefits||Act! Premium Cloud||Act! Premium||Act! Pro|
|Groups & companies||YES||YES||YES|
|Activity tracking & alerts||YES||YES||YES|
|Act! emarketing (unlimited sends to 200 contacts per month)||YES||YES||YES|
|Sales process automation||YES||YES||YES|
|Act! Companion mobile app||YES||YES|
|Act! Premium Mobile||YES||YES|
|Integration with Office, Outlook, & more||YES||YES||YES|
|Ask Act!™ with Amazon Alexa||YES||YES|
|Act! Premium Contact Link||YES||YES|
|Instant online access||Act! Hosted||Self-Hosted||N/A|
|Automatic nightly backups & recovery||YES|
|Private Cloud hosting||Available at Additional Cost w/20GB storage|
|Premium Plus Custom Tables Manager Learn more||Available at Additional Cost||Available at Additional Cost|
|Premium Plus Industry Template Library Learn more||Available at Additional Cost||Available at Additional Cost|
READ MORE... ACT! PREMIUM - COMPARING THE DIFFERENT OPTIONS: SUBSCRIPTION, PERPETUAL & CLOUD