FINANCIAL ADVISOR CRM TRIAL
ONLINE TEST DRIVE
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ABOUT OUR TEST DRIVES
Our Financial Advisor CRM Trial is an online test drive. The test drive consists of a sample database being hosted on Act! for Web*. In fact with no download or installation required. You will be able to interact with the components of the database. But please be aware that this is a public site so PLEASE DO NOT ENTER ANY ACTUAL CUSTOMER INFORMATION.
Once you sign up for the online test drive a link with the login details displays. The user you will login with is a standard user of the database. So they will not have administrative functions available.
By purchasing the database you will be the administrative user. And have a database that will work with your Act! subscription**. Also used with the Act! Hosting service or can be Self-Hosted.
*OUR TEST DRIVES ARE ON A TEST ENVIRONMENT AND FOR TESTING PURPOSES ONLY. THE TEST DRIVE PERFORMANCE IS NOT A REPRESENTATION OF THE ACT! CLOUD SERVICE.
**ACT! SUBSCRIPTIONS ARE BUNDLED WITH THE FINANCIAL ADVISOR DATABASE.
FINANCIAL ADVISOR CRM – PRODUCT PAGE
Financial Advisor CRM for Act! is a customized Act! database for the financial planning industry. Keep important contact details on your Clients, their financial information and accounts under management.
Financial Advisor CRM is specifically designed for financial advisors. Our Financial Advisor Database for Act! is a custom database for the new Act! v24 and therefore the financial planning industry. So take control of your financial practice and above all effectively manage your client data and interactions. In addition track accounts, assets and financial planning details. Over all Financial Advisor CRM enables you to provide first rate service for your clients and prospects.
CRM helps you stay on top of your contacts and thus grow your business. By having features for attracting new clients and even getting more from existing relationships. First of all is our simple and easy to use financial advisor database. In addition it is a great way to build and manage your client base. However without having to pay a high cost or similarly monthly fees for unused features.
On the whole this financial solution is a great start and a right fit. For instance by keeping industry info but also having processes tailored for your needs. As well as further customizations can be made using the Act! program and moreover without the need or expense of a programmer.
Don’t worry about building your team or your company because adding users is easy. In addition info can be shared or limited between users. Each Advisor or team could be limited to accessing only their records. Or share all or some records across the company. Finally a CRM system that is flexible and at a lower cost than the competition.
Financial Advisor CRM Trial – Try it out Now!