Act! Certified Consultants - Act! Software Authorized Reseller - Act! Software Services and Training    Act! Software Authorized Reseller - Act! Software Diamond Partner - www.actplatinum.com  Act! Software Authorized Reseller - Sage Software Presidents Circle Award Winner - www.actplatinum.com

ACT! SOFTWARE ONLINE STORE

  Today is

Act! Software Sales | Act! Premium Cloud,
Act! Premium Subscription, Act! Pro,
Act! Vertical Solutions


Signup for Act! Software News and Updates Delivered to Your InboxGet Updates
 
Act! Software Online Store Basket Contents and CheckoutView Cart Act! Software Online Store | Visa, Master Card, American Express, Discover Payments Accepted
Click to verify BBB accreditation with an A+ Rating Since 2007 and to see a BBB report for www.actplatinum.com Platinum CRM Consulting.
877-ACT-PLATINUM
877-228-7528

 Store FrontProduct ListSearchAccountBasket ContentsCheckout  
AUGUST ACT! PROMOTIONS
ACT! CURRENT VERSION
V20 PREMIUM BY # USERS
ACT! PREMIUM CLOUD
ACT! PREMIUM PLUS CLOUD
ACT! PREMIUM SUBSCRIBE
ACT! PREMIUM PLUS SUBSCRIBE
ACT! v20 PREMIUM BUY
ACT! v20 PREMIUM PLUS BUY
ACT! v20 PRO (2018)
CRM VERTICAL SOLUTIONS
COMMERCIAL RE CRM
FINANCIAL ADVISOR CRM
HOME BUILDER CRM
INSURANCE CRM
MORTGAGE CRM
REAL ESTATE CRM
RE PLUS MORTGAGE CRM
ACT! ADDITIONAL PRODUCTS
ACT! ULTIMATE TECH SUPPORT
ACT! PREMIER TECH SUPPORT
ACT! PRO TECH SUPPORT
ACT! QUICKBOOKS LINK
ACT! SAGE 50 LINK
ACT! CRM TRAINING
ACT! PREVIOUS SUBSCRIPTION PLANS
EARLY ADOPTER PRICING
LOYALTY RENEWAL ONLY
ACT! BRONZE RENEWAL
ACT PREVIOUS VERSIONS
ACT v19 PREMIUM (2017)
ACT! v19 PRO (2017)
ACT v18 PREMIUM (2016)
ACT! v18 PRO (2016)
ACT! v17 PREMIUM (2015)
ACT! v17 PRO (2015)










SHIPPING & SALES TAX
RETURN POLICY
TERMS OF USE
PRIVACY POLICY


 
  • PLUS COUPON: CLICK THE BASKET CONTENTS FOR THIS MONTH'S COUPON CODE FOR SAVINGS ON YOUR ENTIRE ORDER


  • 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

     
    Financial Advisor CRM Database for Act! v20 - Act! Subscription or License Not IncludedQuantity in Basket:none
    Code: FINANCIAL_CRM_SOLO
    Price:$300.00

     
     
     
    Quantity:
     
    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.

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

    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.

    Free CRM for Financial Advisors Test Drive





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


    Related Item(s)



    Act! v20 PREMIUM Subscription 1 Year [Download]Act! v20 PREMIUM Subscription 1 Year [Download]
    Price: $300.00
    Quantity in Basket: none
     
     



    Act! v20 PREMIUM Perpetual License [Download] Includes 1st Year SubscriptionAct! v20 PREMIUM Perpetual License [Download] Includes 1st Year Subscription
    Price: $675.00
    Quantity in Basket: none
     
     



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


    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.


WWW.ACTPLATINUM.COM
Act! is a registered trademark of Swiftpage
Copyright 2005-2018 Platinum CRM Consulting