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AUGUST ACT! PROMOTIONS
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  • PLUS COUPON: CLICK THE BASKET CONTENTS FOR THIS MONTH'S COUPON CODE FOR SAVINGS ON YOUR ENTIRE ORDER


  • CRM FOR FINANCIAL PROFESSIONALS*

    Financial Advisor CRM (customer relationship management) is built on Act! software and has been designed to help financial planning and advisement practices manage customer data and customer interactions, account and investment details, planning information, expand marketing efforts and improve client services.

    *Must have an Act! v20 subscription or license to use the CRM for Financial Advisors Database. Act! Subscriptions or Licenses are bundled or sold separately.

    CRM FOR FINANCIAL ADVISORS DATABASE + ACT! BUNDLE OPTIONS





    Features

    PREMIUM ANNUAL
    CLOUD**

    PREMIUM ANNUAL
    SUBSCRIPTION

    PREMIUM PERPETUAL


    PRO

    PRICE $500.00 $400.00 $800.00 $550.00
    Year 2 Cost $420.00 $300.00 $300.00 (Optional) Upgrade Price (Optional)
    Act! Subscription 1 Year 1 Year 1 Year N/A
    Financial Professional Database YES YES YES YES
    Includes 1 Year Act! Technical Support YES YES YES NO
    Includes 1 Year Act! Software Updates YES YES YES NO
    Includes Act! Product Training Library YES YES YES YES
    Cloud Hosting Powered by Act! Self or 3rd Party Self or 3rd Party NO

    **A Platinum CRM Representative will work with you to setup your Act! Cloud Service with the Financial Professional Database

    Act Pro vs Act Premium EditionsREAD MORE... ACT! PRO vs ACT! PREMIUM EDITIONS
    Act Premium EditionsREAD MORE... ACT! PREMIUM - COMPARING THE DIFFERENT OPTIONS: SUBSCRIPTION, PERPETUAL & CLOUD


    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.

    FINANCIAL ADVISOR CRM




    Financial Advisor CRM with an Act! Premium Cloud Annual Subscription BundleFinancial Advisor CRM with an Act! Premium Cloud Annual Subscription Bundle
    Code:FINANCIAL_CRM_CLOUD
    Price: $500.00
    Quantity in Basket: none
     



    Financial Advisor CRM with an Act! v20 Premium Annual Subscription BundleFinancial Advisor CRM with an Act! v20 Premium Annual Subscription Bundle
    Code:FINANCIAL_CRM_PREMIUM
    Price: $400.00
    Quantity in Basket: none
     



    Financial Advisor CRM with an Act! v20 Premium Perpetual License BundleFinancial Advisor CRM with an Act! v20 Premium Perpetual License Bundle
    Code:FINANCIAL_CRM_PL
    Price: $800.00
    Quantity in Basket: none
     



    Financial Advisor CRM with an Act! v20 PRO License BundleFinancial Advisor CRM with an Act! v20 PRO License Bundle
    Code:FINANCIAL_CRM_PRO
    Price: $550.00
    Quantity in Basket: none
     



    Financial Advisor CRM Database for Act! v20 - Act! Subscription or License Not IncludedFinancial Advisor CRM Database for Act! v20 - Act! Subscription or License Not Included
    Code:FINANCIAL_CRM_SOLO
    Price: $300.00
    Quantity in Basket: none
     


    Your purchase includes a download of the database structure and setup instructions, Act! v20 licenses or subscriptions are bundled or sold separately.

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