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ACT! CURRENT VERSION
V19 PREMIUM BY # USERS
ACT! v19 PRM SUBSCRIBE
ACT! v19 PREMIUM BUY
ACT! v19 PRO (2017)
COMMERCIAL RE ACT v19
REAL ESTATE ACT v19
MORTGAGE ACT v19
FINANCIAL ACT V19
INSURANCE ACT v19
HOME BUILDER ACT v19
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ACT PREVIOUS VERSIONS
ACT v18 PREMIUM (2016)
ACT! v18 PRO (2016)
ACT! v17 PREMIUM (2015)
ACT! v17 PRO (2015)
ACT! v16 PREMIUM (2014)
ACT! v16 PRO (2014)










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  • Financial Professional Database for Act! v19 PRO - Act! License Not Included

     
    Financial Professional Database for Act! v19 PRO - Act! License Not IncludedQuantity in Basket:none
    Code: FPACTPRO
    Price:$275.00

     
     
     
    Quantity:
     

    Financial Professional Database for Act! v19 PRO $275.00

    This product is for customers who have already purchased your Act! v19 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! v19 Pro 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. 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 v19 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 crm software together with your Act! Pro v19 license can handle it all. If you have not yet purchased your Act! Pro v19 License then we would recommend one of our discounted Financial CRM bundles an affordable Financial CRM solution.

    Designed for Financial professionals, Financial Database for Act! is a customized Act! v19 Pro database for the Financial Advisory, Financial Planning industry.  It helps you take control of your business and effectively manage your client relationships. 

    *Act! v19 PRO Licenses Sold Separately

    PRODUCT BRIEF

    WHY YOU SHOULD BUY  Act! v19 helps you grow your business by attracting new clients and getting more from existing relationships.  And our simple, easy to use financial professional database is a great start to build and manage your client base, without having to pay a high cost or higher monthly fees for unused features.

    Centralize your Contacts, Financial Details and Accounts Under Management for Easy Organization
    Keep contact information at your fingertips using a database and corresponding layouts designed specifically for financial professionals.


    CRM for Financial Professionals Contact Information
    MAIN CONTACT SCREEN
    Keep important contact details on your clients, including status information and key watch list items.


    CRM for Financial Professionals Accounts Under Management Tab
    AUM (ACCOUNTS/ASSETS UNDER MANAGEMENT) TAB ON THE CONTACT RECORD
    Track House Accounts and Assets Under Management.


    CRM for Financial Professionals Accounts Under Management Tab
    OTHER (ACCOUNTS/ASSETS NOT UNDER MANAGEMENT) TAB ON THE CONTACT RECORD
    Track Other Accounts and Assets Not Under Management.


    CRM for Financial Professionals Policy Information Tab
    POLICIES TAB ON THE CONTACT RECORD
    Track Life, Disability, Long Term Care, Annuity or other policy information.


    CRM for Financial Professionals Planning Info Tab
    PLANNING TAB ON THE CONTACT RECORD
    Plan the Contact's next Investment, Retirement and Estate..


    CRM for Financial Professionals Personal Info Tab
    PROFILE TAB ON THE CONTACT RECORD
    Track the Contact's Spouse and Family information..


    CRM for Financial Professionals Personal Info Tab
    PERSONAL INFO TAB ON THE CONTACT RECORD
    Track the Contact's Spouse and Family information..


    CRM for Financial Professionals Opportunity Pipeline
    MAIN OPPORTUNITIES SCREEN
    Use the Opportunities in Act! to bring other assets in-house or additional investments and manage your pipeline.


    CRM for Financial Professionals Use Groups to Manage Seminars
    MAIN GROUPS SCREEN
    Use the Groups in Act! to track Seminars including participation, details and results.


    Take advantage of standard Act! v19 features by recording notes and attaching critical documents - all tied to a Contact Record providing you with a comprehensive view. Keep track of important interactions with your clients by tracking meetings, phone calls, important dates, etc. Easily manage follow-ups by creating activities or assigning to other team members within your organization.  Act! allows you to design your own personalized collateral and don't forget included with your Act! License Purchase is a Basic Act! Email Marketing Account to execute successful marketing campaigns for your financial database.

    In addition to Financial Database for Act! Pro v19, Financial Database for Act! Premium v19 is also available. Financial Database for Act! Premium v19 is ideal for teams to share and assign activity, opportunity, and contact data between agents and other specialists who are working together. If you have larger workgroups or teams of financial professionals and need the additional security features and functionality, Act! Premium v19 is the choice for you.

    WHAT YOU WILL GET  Act! is more powerful and effective than e-mail and spreadsheet solutions, but easier to use, quicker to get up and running, and less costly and complex than other Customer Relationship Management (CRM) solutions.  Your purchase includes a download of the database structure and setup instructions. Act! v19 Pro license sold separately..
     



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    Act! v19 PRO License [Download] (MSRP $269.99)Act! v19 PRO License [Download] (MSRP $269.99)
    Price: $269.99
    Quantity in Basket: none
     
     

    Your purchase includes a download of the Financial Professional database structure and setup instructions. Download will be emailed typically within a couple of hours but please allow for 1 business day. ACT! v19 licenses are sold separately.

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