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You will need to purchase 1 subscription license per user.
Verify Act! v20 (2018) System Requirements prior to purchasing: (link)
Your Act! Premium Annual Subscription Includes:
1 Year PREMIUM SOFTWARE FOR Windows®, Web, & Mobile (Self-Hosted)
1 Act! Basic Email Marketing Service per Customer Account
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! v20 Premium Annual Subscription Bundle
Quantity in Basket:none Code: FINANCIAL_CRM_PREMIUM
Financial Advisor CRM Bundle contains 1 Act! v20 Premium Annual Subscription with the customized Financial Advisor Database for Act! Premium
This Financial Advisor CRM software bundle contains one Act! v20 Premium Annual Subscription plus one Financial Advisor Database for Act! v20 Premium - Designed for Financial Advisors, Financial Planners and Financial Professionals, Financial for Act! is a customized Act! v20 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. 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.
This Act! Premium Bundle comes with the 1st year subscription included so you will be entitled to 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 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 Professionals 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 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 Professinal CRM software bundle can handle it all – an affordable Financial CRM solution.
Designed for Financial professionals, Financial Advisors Database for Act! is a customized Act! v20 Premium database for the Financial Advisory, Financial Planning industry. It helps you take control of your business and effectively manage your client relationships.
YOU CAN ADD MORE USERS TO YOUR FINANCIAL ADVISOR CRM BY INCLUDING THE RELATED PRODUCT (1 Subscription per User):
NOTE: After your order has been processed you will receive e-mails with your Act! subscription license key and a download of the Financial Advisors database structure and setup instructions - typically within a couple of hours but please allow for 1 business day.