BUY CRM FOR FINANCIAL ADVISORS NOW
CRM for Financial Advisors is designed for Financial professionals. Our Financial Advisor Database for Act! is a customized Act! v21 Premium or Pro database for the Financial Advisement, Financial Planning industry. It helps you take control of your financial practice and effectively manage your client relationships.
WHY YOU SHOULD BUY CRM for Financial Advisors helps you grow your practice by attracting new clients and getting more from existing relationships. And our simple, easy to use financial advisor database is a great way to build and manage your client base, without having to pay a high cost or higher monthly fees for unused features. This vertical solution is a great start and a right fit for industry information and processes tailored for your needs. Additional customization can be made using Act! and without the need or expense of a programmer.
Centralize your Contacts, Financial Details and Accounts Under Management for Easy Organization
Keep contact information at your fingertips using a database and corresponding screens designed specifically for financial professionals.
Take advantage of standard Act! v21 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.
FINANCIAL ADVISOR PRODUCT FEATURES
FINANCIAL ADVISORS CLIENTS AND CONTACTS
SPOUSE AND FAMILY INFORMATION
FINANCIAL ADVISORS CLIENT AUMS (ACCOUNTS/ASSETS UNDER MANAGEMENT)
OTHER ACCOUNTS (ACCOUNTS/ASSETS NOT UNDER MANAGEMENT)
FINANCIAL ADVISORS CLIENT POLICY TRACKING
INVESTMENT, RETIREMENT AND ESTATE PLANNING
CLIENT EMPLOYMENT AND INCOME TRACKING
MANAGE YOUR SALES PIPELINE AND INVESTMENT OPPORTUNITIES
ORGANIZE YOUR CONTACTS AND TRACK SEMINAR PARTICIPATION
In addition to CRM for Financial Advisors Database for Act! Premium Cloud (an Act! Hosted Solution with Web, Mobile and Windows access), CRM for Financial Advisors Database for Act! Premium v21 (Self-Hosted Windows, Web and Web Mobile) or Act! Pro v21 (Self-Hosted) Windows Only are also available. CRM for Financial Advisors for Act! Premium Cloud (Act! Hosted) or Act! Premium v21 (Self-Hosted) is ideal for teams to share and assign activity, opportunity, and contact data between advisors, assistants 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, an Act! Premium product is the choice for you. With Act! Premium Cloud, you get instant online access to Act! in a modern, secure Cloud environment - no IT needed, no hardware required, just an affordable subscription.
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! v21 licenses or subscriptions are bundled or sold separately.
CRM FOR FINANCIAL ADVISORS DATABASE + ACT! BUNDLE OPTIONSBelow are bundled options for the CRM for Financial Advisors Database with the latest Act! Cloud, Premium and Pro products. If you already have the latest version of an Act! product and want to purchase the database without a subscription or license you will find this option on our Online Store
ACT! PREMIUM CLOUD
ACT! PREMIUM SUBSCRIPTION
|Additional User Cost||$420.00||$300.00||$300.00|
|Year 2 Cost P(Per User)||$420.00||$300.00||Upgrade Price (Optional)|
|Act! Subscription||1 Year Use||1 Year Use||N/A|
|Financial Professional Database||YES||YES||YES|
|Includes 1 Year Act! Technical Support||YES||YES||NO|
|Includes 1 Year Act! Software Updates||YES||YES||NO|
|Includes Act! Product Training Library||YES||YES||YES|
|Cloud Hosting||Act! Hosted*||Self-Hosted||N/A|
|CRM Features & Benefits||Act! Premium Cloud||Act! Premium||Act! Pro|
|Groups & companies||YES||YES||YES|
|Activity tracking & alerts||YES||YES||YES|
|Sales process automation||YES||YES||YES|
|Act! Companion mobile app||YES||YES|
|Act! Premium Mobile||YES||YES|
|Integration with Office, Outlook, & more||YES||YES||YES|
|Ask Act!™ with Amazon Alexa||YES||YES|
|Act! Premium Contact Link||YES||YES|
|Instant online access||Act! Hosted||Self-Hosted||N/A|
|Automatic nightly backups & recovery||YES|
|Private Cloud hosting||Available at Additional Cost w/20GB storage|
|Act! Marketing Automation||Available at Additional Cost||Available at Additional Cost|
|Act! Emarketing||Available at Additional Cost|
|Premium Plus Custom Tables Manager Learn more||Available at Additional Cost||Available at Additional Cost|
|Premium Plus Industry Template Library Learn more||Available at Additional Cost||Available at Additional Cost|
READ MORE... ACT! PREMIUM - COMPARING THE DIFFERENT OPTIONS: SUBSCRIPTION, PERPETUAL & CLOUD