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Act! v20 PRO License with Financial Professional Database Bundle
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Act! v20 PRO Single User License with Financial Professional Database for Act! v20 PRO Bundle
This Financial Professional CRM software bundle contains one Act! v20 Pro License plus one Financial Professional Database for Act! v20 Pro - Designed for Financial Advisors, Financial Planners and Financial Professionals, Financial for Act! is a customized Act! v20 Pro database for the Financial industry. Keep important contact details on your clients, including status information and key watch list items. Use the calendaring feature so you can efficiently manage your day and quickly prioritize your activities and keep details of every interaction. Track House Accounts and Assets Under Management, Other Accounts and Assets Not Under Management. Track Life, Disability, Long Term Care, Annuity or other policy information. Track the current employer and income, spouse employer and income, and general assets and liabilities amounts to calculate net worth. Plan the Client's next Investment, Retirement and Estate and stay on top of your Financial Products Pipeline. It helps you take control of your business and effectively manage your client relationships. It also comes with a Basic Act! Emarketing account with Financial styled Email Marketing Templates that you can easily customize with your branding and content. Act! is the #1 best selling contact and customer manager and with the Financial Professional database makes the software a top Financial CRM. Suited for Financial Professionals at one of the top Financial Advisory Companies as UBS Private Wealth Management, Raymond James, Morgan Stanley, Merrill Lynch, Edward Jones, Fidelity Investments, Charles Schwab, Wells Fargo, Ameriprise Financial, LPL Financial, or with a small Wealth Management company, or are an Independent Financial Advisor our Financial database makes your Act! Pro v20 one of the best Financial CRM software tools on the market. So whether you need a Financial Advisor CRM, Financial Customer Relationship Manager Software, to build your business, manage your leads, build your Financial referrals, maintain your Financial relationships, Financial wealth management, financial product sales crm and/or a Financial marketing tool our Financial Professional CRM software bundle can handle it all – an affordable Financial CRM solution.
Designed for Financial professionals,
Financial Database for Act! is a customized Act! v20 Pro database for the Financial Advisory, Financial Planning industry. It helps you take control of your business and effectively manage your client relationships.
WHY YOU SHOULD BUY
Act! v20 helps you grow your business by attracting new clients
and getting more from existing relationships. And our simple, easy to
use financial professional database is a great start to build and manage your
client base, without having to pay a high cost or higher monthly fees for
Centralize your Contacts, Financial Details and Accounts Under Management for Easy Organization
Keep contact information at your fingertips using a database and
corresponding layouts designed
specifically for financial professionals.
MAIN CONTACT SCREEN
Keep important contact details on your clients, including
status information and key watch list items.
AUM (ACCOUNTS/ASSETS UNDER MANAGEMENT) TAB ON THE CONTACT RECORD
Track House Accounts and Assets Under Management.
OTHER (ACCOUNTS/ASSETS NOT UNDER MANAGEMENT) TAB ON THE CONTACT RECORD
Track Other Accounts and Assets Not Under Management.
POLICIES TAB ON THE CONTACT RECORD
Track Life, Disability, Long Term Care, Annuity or other policy information.
PLANNING TAB ON THE CONTACT RECORD
Plan the Contact's next Investment, Retirement and Estate..
PROFILE TAB ON THE CONTACT RECORD
Track the Contact's Spouse and Family information..
PERSONAL INFO TAB ON THE CONTACT RECORD
Track the Contact's Spouse and Family information..
MAIN OPPORTUNITIES SCREEN
Opportunities in Act! to bring other assets in-house or additional investments and manage your pipeline.
MAIN GROUPS SCREEN
Groups in Act! to track Seminars including
participation, details and results.
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!
License Purchase is a
Basic Act! Email Marketing Account
to execute successful marketing campaigns for your financial database.
In addition to
Financial Database for Act! Pro v20, Financial
Database for Act! Premium v20 is also available. Financial
Database for Act! Premium v20 is ideal for
teams to share and assign activity, opportunity, and contact data
between agents 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, Act! Premium v20 is the choice for you.
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, and an Act! v20 Pro license.
After your order has been processed you will receive an e-mail with your Act! Pro license key and a download of the Financial Professional database structure and setup instructions - typically within a couple of hours but please allow for 1 business day.