Financial Advisor CRM Cloud Bundle contains an Act! CRM Cloud Annual Subscription for 1 User with the customized Financial Advisor Database for Act! CRM Cloud
Act! CRM Cloud Annual Subscription (Act! Hosted) with Financial Advisor Database Includes:
1 Year ACT! CRM CLOUD SERVICE for Web, Mobile, Act! Companion App and Windows Offline Client
1 Year Financial Advisor for Act! Database Cloud Hosting
Act! Standard Technical Support for 1 Year
Access to Act! CRM Cloud and Windows Video Training Libraries
New features and compatibility updates for 1 Year
Instant online access to Act!
Secure cloud hosting service with 4GB Storage
This Financial Advisor CRM software bundle contains one Act! CRM Cloud Annual Subscription plus one Financial Advisor Database for Act! CRM. With the Act! CRM Cloud Service Act! will host your Financial database and you will be able to access via Web or Web Mobile and have the option of an offline client, the Act! CRM software installed on a pc or laptop that synchronizes with the Cloud. Designed for Financial Advisors, Financial Planners and Financial Professionals, Financial Advisors for Act! is a customized Act! 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.
This Act! CRM Bundle comes with the 1st year subscription included so you will be entitled to Act! CRM Cloud Service, Act! CRM Software use, Act! Software Updates and Act! Technical Support for the 1st year and can renew in year 2 forward. Having an active Cloud subscription with the Act! CRM product line includes the ability to connect with hundreds of popular apps that extend the power and reach your CRM for Financial Advisors software.
Act! is the #1 best selling contact and customer manager and with the Financial Advisors 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! CRM 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 cloud bundle can handle it all – an affordable Financial CRM solution.
Designed for Financial professionals, Financial Advisors Database for Act! is a customized Act! CRM database for the Financial Advisory, Financial Planning industry. It helps you take control of your business and effectively manage your client relationships.
INCLUDES STANDARD ACT! TECHNICAL SUPPORT
12x5 phone support - Consult with knowledgeable Act! Technical Support advisors ready to help quickly resolve technical issues related to Act!. Support advisors are available Monday – Friday from 8:30 a.m. – 8:30 p.m. EST.
Online support tickets - Submit your questions through Act! Support's convenient online support system.
Web chat - Work with knowledgeable Act! Technical Support advisors via online chat.
Support mobile app - Start a web-chat, browse thousands of Knowledgebase articles, call Act! Tech Support – or have Act! Tech Support call you – and much more from the technical support mobile app.
Self-service Getting Started resources - Get answers whenever you need them with access to dozens of helpful Getting Started resources, including step-by-step videos, feature tours, guides, and more.
Knowledgebase - Browse answers and articles across a variety of topics and categories.
Act! Community - Query our community of users and highly-trained Act! Certified Consultant.
Video training - Watch informative training videos to learn more about managing contacts, maximizing sales, integrating with Act!, and more.
YOU CAN ADD MORE USERS TO YOUR FINANCIAL ADVISOR CRM BY INCLUDING THE RELATED PRODUCT (1 Subscription per User):