PLUS COUPON: CLICK THE BASKET CONTENTS FOR THIS MONTH'S COUPON CODE FOR SAVINGS ON YOUR ENTIRE ORDER
Verify Act! v21 (2019) System Requirements prior to purchasing: (link)
Your Act! Pro License Purchase Includes:
PRO SOFTWARE FOR Windows® (Self-Hosted)
Financial Advisor CRM with an Act! v21 PRO License Bundle
Quantity in Basket:none Code: FINANCIAL_CRM_PRO
Financial Advisor CRM Bundle contains 1 Act! v21 PRO Single User License with the customized Financial Advisor Database for Act! PRO
This Financial Advisor CRM software bundle contains one Act! v21 Pro License plus one Financial Advisors Database for Act! v21 Pro - Designed for Financial Advisors, Financial Planners and Financial Professionals, Financial 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.
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 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 Advisors Database for Act! is a customized Act! v21 Pro 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 License per User):
NOTE: After your order has been processed you will receive e-mails with your Act! Pro 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.