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Must have an Act! v20 subscription or license to use the CRM for Financial Advisors Database
Financial Advisor CRM Database for Act! v20 - Act! Subscription or License Not Included
Quantity in Basket:none Code: FINANCIAL_CRM_SOLO
Financial Advisor CRM Database for use with an active Act! Premium Cloud Subscription, an active Act! Premium Subscription, an Act! v20 Premium Perpetual License, or an Act! v20 Pro License
This product is for customers who have already have an active Act! Premium Cloud or Act! Premium Subscription (must have Premium v20 or higher installed), or have Act! v20 Premium Perpetual or Act! v20 Pro License and want to add the Financial Professional Customized Database.
Designed for Financial Advisors, Financial Planners and Financial Professionals, Financial for Act! is a customized Act! v20 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.
Having an active subscription or service in 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 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 Professional CRM software together with your Act! Premium v20 subscription or license can handle it all. If you have not yet purchased your Act! Premium v20 Subscription or License then we would recommend one of our discounted Residential Financial CRM bundles – an affordable Financial CRM solution.
Designed for Financial professionals, Financial Advisors Database for Act! is a customized Act! v20 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 or License per User):
NOTE: Your purchase includes a download of the Financial Advisors database structure and setup instructions. Download will be emailed typically within a couple of hours but please allow for 1 business day. Must have an Act! v20 subscription or license to use the CRM for Insurance Database.