Our Financial Professionals Database Works With Act! v19 Pro, Premium and Premium Cloud
Designed for Financial professionals, Financial Database for Act! is a customized Act! v19 Pro or Premium database for the Financial Advisory, Financial Planning industry. It helps you take control of your business and effectively manage your client relationships.
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.
MAIN CONTACT SCREEN
AUM (ACCOUNTS/ASSETS UNDER MANAGEMENT) TAB ON THE CONTACT RECORD
OTHER (ACCOUNTS/ASSETS NOT UNDER MANAGEMENT) TAB ON THE CONTACT RECORD
POLICIES TAB ON THE CONTACT RECORD
PLANNING TAB ON THE CONTACT RECORD
PROFILE TAB ON THE CONTACT RECORD
PERSONAL INFO TAB ON THE CONTACT RECORD
MAIN OPPORTUNITY SCREEN
MAIN GROUPS SCREEN
FINANCIAL SERVICES PROFESSIONAL EMAIL MARKETING
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 licenses are bundled or sold separately.
DATABASE & ACT! BUNDLE OPTIONSREAD MORE... ACT! PRO vs ACT! PREMIUM EDITIONS
READ MORE... ACT! PREMIUM - COMPARING THE DIFFERENT OPTIONS: SUBSCRIPTION, PERPETUAL & CLOUD