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Financial Advisor CRM and Email Marketing Software $30 /month
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Financial Advisor CRM and Marketing Software $30 /month

FINANCIAL ADVISOR CRM IS A CUSTOMIZED VERTICAL SOLUTION FOR ACT!*

*Act! Premium v26 or Cloud Subscription is required and are Bundled with the Financial Advisor CRM Database – see Pricing below

 

Act! is a robust CRM and Marketing software platform.  We are the developers of a top Financial Advisor CRM for Act!.  It provides financial advisors with what you and your team need to stay organized.  Most importantly you will have the vital tools to grow your advisory practice and at a lower cost than other competitors.

Financial Advisor CRM for Act! Premium

WHY FINANCIAL ADVISOR CRM?

The Best Financial Advisor CRM and Marketing Software is specifically designed for financial advisors. Our Financial Advisor database software for Act! Premium Cloud and Act! Premium Desktop v26 products is for financial planning industry.  In addition it is customizable and you have the power to make changes without the need or expense of a programmer.

 

So take control of your financial practice with the easy to use Act! CRM and above all effectively manage your client relationships.  In addition track accounts, assets and financial planning details.  Over all Financial Advisor CRM with Email Marketing software enables you to provide first rate service for your clients and convert your prospects.

 

Key Features: Options for Cloud, Desktop or a Combo of Both | Microsoft Office Integration | Scheduling | AUMs, Policies, Planning Tracking | Pipeline Management | Email Marketing | Mobile App

Ready to buy Act!?  BUY IT NOW ->
Buy Act! for Financial Advisors Products from our secure online shop.

<- TRY IT NOW is an online test drive with sample data for the Financial Advisor CRM Database.  No download or credit card required.

FINANCIAL ADVISOR CRM PRICING

FINANCIAL ADVISOR DATABASE WITH A 1 YEAR ACT! SUBSCRIPTION BUNDLES

Starting at $30/month per user (billed annually)

(BUNDLE PRICING IS FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)

Select the Financial Advisor CRM for Act! product that is right for you:

No matter which option you choose you don’t have to worry about building your team or your company because adding users is easy.  Information can be shared or limited between users for example each Broker or team could be limited to viewing only their records. You can control the sharing of all the records or only some of the records across the company.

CLICK TO SEE CRM FEATURES

ACT! PREMIUM CRM FEATURES

CRM 

CLOUD

CLOUD & DESKTOP

DESKTOP

RELATIONSHIP & ACTIVITY MANAGEMENT

Customer Management

Y

Y

Y

Task & Activity Management

Y

Y

Y

Calendar

Y

Y

Y

Notes & History

Y

Y

Y

Companies

Y

Y

Y

Relationship Timeline

Y

Y

Y

Secondary Contacts

Y

Y

Y

In-Context Maps & Web Info

Y

Y

Y

Call Lists & Hot Leads

Y

Y

Y

Notifications & Alerts

Y

Y

Y

Act! Mobile App

Y

Y

Y*

Welcome Page - User Productivity Dashboard

Y

Y

Y

Mail Merge

Y

Y

Y

GROUPS & SEARCH

Search & Lookups

Y

Y

Y

Groups & Filters

Y

Y

Y

Dynamic Groups

Y

Y

Y

Advanced Queries

Y

Y

Y

OPPORTUNITY & PIPELINE MANAGEMENT

Opportunity Management

Y

Y

Y

Sales Process Management

Y

Y

Y

Products & Pricing

Y

Y

Y

Sales Pipeline Management View

Y

Y

Y

Sales KPIs - Standard & Custom

Y

Y

Y

Sales Opportunity Kanban Board

Y

Y

Y

Quotes

Y

Y

Y

REPORTING & ANALYTICS

Reporting

Y

Y

Y

Act! Insight -Dashboards & Analytics

Y

Y

Y

INTEGRATIONS

Office Integration - Export to Excel/Word

Y

Y

Y

Outlook Integration - Contacts/Calendar/Email

Y

Y

Y

Google Integration - Contacts/Calendar/Email

Y

Y

Y

Outlook & Google Integration for Apple Mac OS users

Y

Cloud

--

Integration with Popular Apps

Y

Cloud

Y*

ADMINISTRATION & CUSTOMIZATIONS

Preferences

Y

Y

Y

User Management

Y

Y

Y

Layout Designer

Y

Y

Y

Custom Fields

Y

Y

Y

Multi-Factor Authentication

Y

Y

Y

$10/user/mo

$10/user/mo

$10/user/mo

PLATFORM & TECHNOLOGY

Data Import

Y

Y

Y

API

Y

Y

Y*

Secure AWS Hosting

Y

Cloud

--

Automatic Upgrades

Y

Cloud 

--

Nightly Backups

Y

Cloud 

--

Additional Desktop Sync/Activation (billed annually)

$10/user/mo 

$10/user/mo 

--

Cloud Storage Included

15Gb 

15Gb 

--

Additional Cloud storage per 5Gb (billed annually)

$4/mo 

$4/mo 

--

ADD-ON PROGRAMS

$22.50/user/mo 

$22.50/user/mo 

$22.50/mo 

$22.50/mo 

$22.50/mo 

$22.50/mo 

From $19/mo 

From $19/mo 

From $19/mo 

*NOTE FOR SELF-HOSTED ACT! PREMIUM DESKTOP SUBSCRIBERS - YOU MUST RUN YOUR OWN WEB API TO USE FEATURE

CLICK TO SEE MARKETING AUTOMATION FEATURES

ACT! MARKETING AUTOMATION FEATURES

MARKETING AUTOMATION

BASIC

SELECT

COMPLETE

ADVANCED

MONTHLY COST (billed annually)*

Included

$49 Promo

$199 

$399

Monthly Email Sends (unlimited contacts)

2,500

25,000

50,000

100,000

170+ Responsive Templates

Y

Y

Y

Y

Interactive Template Editor

Y

Y

Y

Y

Email Tracking & Metrics

Y

Y

Y

Y

Drip Marketing

Y

Y

Y

Y

Visual Workflow Designer

Y

Y

Y

Y

Campaign Calendar

Y

Y

Y

Y

Deliverability & Compliance Tools

Y

Y

Y

Y

AI Writing Assistant

--

Y

Y

Y

Turnkey Campaigns

--

Y

Y

Y

HTML Email Editor

--

Y

Y

Y*

Social Sharing

--

Y

Y

Y

Landing Pages

--

Y

Y

Y

Surveys

--

Y

Y

Y

Team Management

--

Y

Y

Y

Response-Driven Nurture Marketing

--

Y

Y

Y

Marketing Automation to CRM Workflow

--

--

Y

Y

Asset Tracking

--

--

Y

Y

Advanced Lead Capture

--

--

Y

Y

Lead Management & Scoring

--

--

Y

Y

Event Marketing

--

--

Y

Y

Website Activity Tracking

--

--

Y

Y

Progressive Profiling

--

--

--

Y

A/B Testing

--

--

--

Y

Add Email Sends 2,500/month (billed annually)

$15/mo limit 3 

$15/mo 

$15/mo 

$15/mo 

Each Additional Domain (billed annually)

$50/mo

$50/mo

$50/mo 

$50/mo 

*NOTE FOR SELF-HOSTED ACT! PREMIUM DESKTOP SUBSCRIBERS - YOU MUST RUN YOUR OWN WEB API TO USE FEATURE

CLICK TO SEE SUPPORT FEATURES

ACT! SUPPORT FEATURES

Click Here for Act! Support Scope of Services

ACT! CUSTOMER SUPPORT

STANDARD

ENHANCED

MONTHLY COST (billed annually)*

Included

$10/User

Knowledgebase

Y

Y

Self-Service Portal (FAQs, Guides & Videos)

Y

Y

Act! Product Error Troubleshooting By Phone*

Y

Y

Live Chat*

Y

Y

Support Ticket Submission

Y

Y

Personalized Onboarding Session

Y

Y

Product Troubleshooting By Phone*

--

Y

How-to / Feature Guidance By Phone*

--

Y

Priority Queuing

--

Y

Voicemail Call Back

--

Y

Appointment Setting

--

Y

Extended Hours Phone Support

--

Y

Act! Support Professional Services**

$175/hr

$175/hr

*Act! Customer Support Hours M-F 8:30-8:00 Eastern

**Each Professional Services session is billed a minimum of 1 hour, no pro-rations or partial hour billing

NOTE 1: ActPlatinum.com offers Service Contracts that is at a lower hourly cost compared to Act! Support Professional Services 

NOTE 2: ActPlatinum.com Professional Services covers more than Act! Support - Please Review the Scope of Technical Support offered by Act!

FINANCIAL ADVISOR CRM FOR ACT! PRODUCT FEATURES

Act Premium CRM Software Features ActPlatinum.com

NOTE: Images shown are Act! Premium Cloud with the Financial Advisor Database

Financial Advisor CRM Contact Management ActPlatinum.com

YOUR CONTACTS
CLIENTS, PROSPECTS, PARTNERS, BROKERS AND MORE

Keep the important details on your Clients, Prospects, Partners, and Brokers. As well as the contact information for anyone else you do business with.
Financial Advisor CRM software is a central place for your business data to keep you and your team organized.

You will also have all the standard Act! CRM features of Notes, Histories, Activities and Calendars, Documents and more!

In addition, the program has powerful search features. You will be able to find any data anywhere in the database.

CLIENT FINANCIAL PLANNING DETAILS
CLIENT GOALS – INVESTMENT, RETIREMENT, ESTATE PLANNING
Plan your Client’s next Investment, their Retirement and their Estate. Help your Clients reach their financial goals.

INCOME SOURCES – EMPLOYMENT, INCOME, NET WORTH AND MORE
Keep track of your Client’s employment and income sources. Enter total assets and debts for a quick calculation of net worth.

AUMs – ACCOUNTS, INVESTMENTS, ASSETS AND MORE
Keep track of your Client’s House Accounts and Assets Under Management. With the Other tab track their financial items not under management.

INSURANCE POLICIES – LIFE, DISABILITY, LTC, ANNUITY AND MORE
Keep track of your Client’s policies, effective dates, renewal dates, and other important details.

Financial Advisor CRM Client Financial Planning Information ActPlatinum.com
Financial Advisor CRM Activities Calendar Schedule Management ActPlatinum.com

YOUR SCHEDULE
CALENDARS AND TASK LIST TO STAY PRODUCTIVE

One of the key features of the CRM is its ability to schedule activities and help you to focus and manage your time. Track and prioritize your meetings, calls, and financial activities with your Contacts and stay productive. You can set alarms and bring attention to important items so they are not overlooked.

In addition, you can assign tasks to other users and can view a multi-user calendar keeping everyone in the loop of what is booked.

Your calendar can synchronize with Outlook or Google which is an included feature in the CRM.

YOUR SALES PIPELINE
DYNAMIC DASHBOARD TO TRACK YOUR FINANCIAL PRODUCT SALES

See a visual depiction of your Opportunities organized by sales stage with the actionable Sales Pipeline. You will be able to quickly drag-and-drop tiles to progress each one through the associated stages.

In addition, you have the ability to drill-down for more detail and work on a specific transaction. Complete the stages of the process to keep your opportunities moving to close. Use as is or easily customize for your unique sales process.

Financial Advisor CRM Financial Products Sales Pipeline ActPlatinum.com
Financial Advisor CRM Email Integration ActPlatinum.com

EMAIL INTEGRATION
WITH OUTLOOK OR GOOGLE – LOG YOUR COMMUNICATIONS

The CRM includes email integration that captures your emails to and from your contacts.  This happens by using your email as normal – there is no need to bcc yourself that is required by some of the other competitors.

By using Outlook after sending or receiving an email Act! immediately keeps the details in the history of the contact record.  These histories are kept even if the emails are deleted or moved from your email program.

By integrating with Outlook or Google you and your team can use the powerful features of contacts, calendars, activities as well as inbound and outbound emails.

MARKETING AUTOMATION
MARKET TO YOUR CONTACTSBASIC PLAN INCLUDED
You won’t need another email service because the CRM software has it built in.  It eliminates the tedious process of exporting lists and importing results as it is all contained within your database. Even better is that the Basic plan with email campaigns is included so you can market right away.
Marketing automation helps you streamline the entire marketing process. This enhances your ability to generate new leads, close more sales, and add to your bottom line – all while freeing up your team to focus on other tasks. Send the right message at the right time – let people know your latest financial update or when you have a new seminar!
Key Features: Email Marketing, Email Drip Marketing, Responsive Templates, Interactive Template Editor

Financial Advisor CRM Email Marketing Automation
Financial Advisor CRM Mobile App ActPlatinum.com

MOBILE APP – CRM ON THE GO
STAY ORGANIZED ON THE ROAD

Stay connected to key CRM details – add and update information from wherever you are with the Act! Premium Cloud Mobile App. Calendar and task management on-the-go. Add, edit, and manage opportunities. Utilize the proximity search radius to filter geo locations and associated contact records.

This Act! Premium Cloud Mobile App is designed for iPhone, iPad, and Android devices.  The Mobile App is at no extra charge and included as part of your Act! Premium Cloud CRM subscription.
*Self-Hosted Customers will have the Act! Companion Mobile App

You’re in good company with Financial Advisor CRM for Act!

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Click Here to Read the Fine Print

SOME FINE PRINT…

Financial Advisor CRM Software Product Purchase Details

 

Act! Premium Cloud Bundle Purchase

After we receive your order for the Act! Premium Cloud subscription with the Financial Advisor Database we will have Act! start your Cloud account.  Then we will upload the Financial Advisor Database to your account.  When the Financial Advisor Database has been restored we will then send you an email letting you know it is ready for use with Cloud login and password instructions.

 

Act! Premium Cloud with Sync Bundle Purchase

After we receive your order for the Act! Premium Cloud with Sync subscription with the Financial Advisor Database we will have Act! start your Cloud account.  Then we will upload the Financial Advisor Database to your account.  When the Financial Advisor Database has been restored we will then send you an email letting you know it is ready for use with Cloud login and password instructions. We will also include instructions for installing and restoring your offline client.

 

Self-Hosted Act! Premium Bundle Purchase

Once we receive your order for the Act Premium Self-Hosted subscription with the Financial Advisor Database we will then have Act CRM issue your license.  After that has been issued we will then send you an email with links to download the Financial Advisor Database and database restore instructions.

New Act! Subscription Customers Only

The Financial Advisor Database bundles are specifically for New Act Subscription Customers.  But if you are an existing Act Customer please contact us for options and costs.

Data Import or Data to Migrate

Although Act! provides basic import tools within their products these are for self-service.  But if you need help with your import or have data to migrate let us know.  In addition to guidance we also offer data services for an added cost.  So please contact us to discuss your project and to then receive an estimate.

Have Questions?  Chat or Contact Us