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  • You will need to purchase 1 annual cloud subscription per user.

    Cloud Hosting is provided by Act!, by purchasing you accept their Terms of Service: (link) and Billing Policy: (link)

    Your Act! Premium Cloud Service Annual Subscription (Act! Hosted) Includes:

  • 1 Year PREMIUM SOFTWARE FOR Web, Mobile & Windows®
  • 1 Year Financial Advisors for Act! Database Cloud Hosting
  • Act! Standard Technical Support for 1 Year
  • Video training for 1 Year
  • New features and compatibility updates for 1 Year


  • Financial Advisor CRM with an Act! Premium Cloud Annual Subscription Bundle

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

     
     
     
    Quantity:
     
    Financial Advisor CRM Bundle contains 1 Act! Premium Cloud Annual Subscription with the customized Financial Advisors Database for Act! Premium Cloud

    CRM for Financial Advisors enables practice growth through tracking clients and their financial health by capturing AUMs, other investments, policies, planning goals and more.

    This Financial Advisor CRM software bundle contains one Act! Premium Cloud Annual Subscription plus one Financial Advisor Database for Act! Premium. With the Act! Premium 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! Premium 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! Premium 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! Premium Bundle comes with the 1st year subscription included so you will be entitled to Act! Premium Cloud Service, Act! Premium 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! Premium 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! Premium 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! Premium database for the Financial Advisory, Financial Planning industry.  It helps you take control of your business and effectively manage your client relationships. 

    Free CRM for Financial Advisors Test Drive





    YOU CAN ADD MORE USERS TO YOUR FINANCIAL ADVISOR CRM BY INCLUDING THE RELATED PRODUCT (1 Subscription per User):


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    Act! Premium Cloud 1 Year SubscriptionAct! Premium Cloud 1 Year Subscription
    Price: $420.00
    Quantity in Basket: none
     
     


    NOTE: After your order has been processed you will receive an e-mail with your link to login to your Financial Advisor for Act! Database - typically within a couple of hours but please allow for 1 business day.


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