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  • Verify Act! v21 (2019) System Requirements prior to purchasing: (link)

    our Act! Premium Perpetual License Purchase Includes the 1st Year of Premium Subscription*:

  • PREMIUM SOFTWARE FOR Windows®, Web, & Mobile (Self-Hosted)
  • Act! Standard Technical Support for 1 Year
  • Video training for 1 Year
  • New features and compatibility updates for 1 Year

  • *After the 1st Year you will have the option to renew the subscription or have a Perpetual Key issued for the current version of Act! Premium. NOTE: Not having an Active Premium Subscription means you no longer will be entitled to Act! Technical Support, Software Updates and Premium Subscription Features.

    Financial Advisor CRM with an Act! v21 Premium Perpetual License Bundle

     
    Financial Advisor CRM with an Act! v21 Premium Perpetual License BundleQuantity in Basket:none
    Code: FINANCIAL_CRM_PL
    Price:$800.00

     
     
     
    Quantity:
     
    Financial Advisor CRM Bundle contains 1 Act! v21 Premium Single User Perpetual License with the customized Financial Advisor Database for Act! Premium

    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! v21 Premium Perpetual License plus one Financial Advisor Database for Act! v21 Premium - Designed for Financial Advisors, Financial Planners and Financial Professionals, Financial for Act! is a customized Act! v21 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.

    The Act! Premium Perpetual License comes with the 1st year subscription included so you will be entitled to Act! Software Updates and Act! Technical Support for the 1st year and can renew in year 2 forward. Having an active 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 software.

    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! Premium v21 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! v21 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 License per User):


    Related Item(s)



    Act! v21 PREMIUM Perpetual License [Download] Includes 1st Year SubscriptionAct! v21 PREMIUM Perpetual License [Download] Includes 1st Year Subscription
    Price: $675.00
    Quantity in Basket: none
     
     


    NOTE: After your order has been processed you will receive e-mails with your Act! Premium license key and a download of the Financial Advisor database structure and setup instructions - typically within a couple of hours but please allow for 1 business day.


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