Financial Advisor CRM | Act! CRM Authorized Partner
Financial Advisor CRM for tracking clients and their AUMs, investments, policies and planning goals to build your advisory practice.
crm for financial advisors, crm financial advisor, CRM financial planner, best financial planner crm, act software fianancal advisor, financial advisor marketing, crm financial planning software, crm investment manager, act for advisors, act for financial professionals
15515
page-template,page-template-full_width,page-template-full_width-php,page,page-id-15515,theme-bridge,bridge-core-2.1,woocommerce-demo-store,woocommerce-no-js,ajax_updown_fade,page_not_loaded,,columns-3,qode-child-theme-ver-,qode-theme-ver-19.7,qode-theme-bridge,qode_header_in_grid,wpb-js-composer js-comp-ver-6.9.0,vc_responsive,elementor-default,elementor-kit-17906
 

Financial Advisor CRM

FINANCIAL ADVISOR CRM IS A CUSTOMIZED VERTICAL SOLUTION POWERED BY ACT!*

*Act! Premium v24 Subscription or Act! CRM Classic Expert Subscription is required and are Bundled with the Financial Advisor CRM Database in the Price Chart below

 

Act! is a CRM software platform that provides financial advisors with what you and your team need to stay organized.  Most importantly to run and grow your advisory business.

WHY FINANCIAL ADVISOR CRM?

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.

 

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

WHY YOU SHOULD BUY FINANCIAL ADVISOR FOR ACT!

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.

WHAT YOU WILL GET WITH THE FINANCIAL ADVISOR FOR ACT!

Act! is more powerful than e-mail and spreadsheet solutions.  But Act! is easier to use and quicker to get up and running.  Also it is less costly and complex than other Customer Relationship Management (CRM) solutions.  Purchase your bundle now and get a 1 year subscription to Act! and the custom database for Financial Advisors.  

PRODUCT FEATURES FOR THE FINANCIAL ADVISOR CRM POWERED BY ACT!

(click an arrow <> to navigate and hover to pause)

CONTACT MANAGEMENT

Financial Advisor CRM Contact Management

FINANCIAL ADVISOR CRM TRACKS CLIENTS AND CONTACTS
Keep important contact details on your practice’s Clients.  As well as anyone else you do business with.  In other words a central place to keep you and your team organized.

 

In addition keep informed with Client Number, Services, Tier and Status information as well as key watch list items.

You will also have all the standard Act! CRM Features.  Namely Notes, Histories, Activities and Calendaring, Documents, Secondary Contacts, as well as Contact Relationships and More!  Moreover the program has powerful search features.  Quickly find a client and more.  In addition search on endless criteria and find exactly what you’re looking for.  In fact you will be able to find any data and in any place within the database.

PERSONAL PROFILE

Financial Advisor CRM Personal Profile Dependents and Beneficiaries

SPOUSE AND FAMILY INFORMATION
Track your Client’s spouse and family information.  For instance names and birthdays.  As well as add a photo to their profile.

AUMS – ACCOUNTS UNDER MANAGEMENT

Financial CRM Track AUMs Accounts Under Management

FINANCIAL ADVISOR CRM TRACKS CLIENT AUMS (ACCOUNTS/ASSETS UNDER MANAGEMENT)
Keep track of your clients’ House Accounts and Assets Under Management.

OTHER ACCOUNTS

Financial CRM Track Other Accounts and Assets

OTHER ACCOUNTS (ACCOUNTS/ASSETS NOT UNDER MANAGEMENT)
Track Other Accounts, Investments and Assets Not Under Management.

INSURANCE POLICY TRACKING

Financial CRM Track Client Policies

FINANCIAL ADVISOR CRM HAS CLIENT POLICY TRACKING
Track Life, Disability, Long Term Care, Annuity or any other policy types and details.

FINANCIAL PLANNING

Financial CRM Track Client Financial Planning

FINANCIAL ADVISOR CRM TRACKS INVESTMENT, RETIREMENT AND ESTATE PLANNING
Plan your Client’s next Investment, their Retirement and their Estate.  Further help your clients reach their goals.

FINANCIAL PROFILE

Financial CRM Client Profile Financial and Employment Details

CLIENT EMPLOYMENT AND INCOME TRACKING
Track the current employer and income as well as spouse employer and income.  In addition enter total assets and debts to calculate net worth.

ACTIVITIES AND CALENDARS

Act! CRM Scheduling Activities with Calendar and Task List Views

CALENDARS AND TASKS KEEPS YOU ON TOP OF YOUR SCHEDULE
One of the key features of Act! is its ability to schedule and help you manage your day. Track and prioritize meetings, calls and financial activities associated with your contacts to stay productive.  Also set alerts to keep you on top of your scheduled commitments.

 

In addition link your tasks to one or multiple contacts, opportunities, companies as well as groups. 

 

You will also be able to assign tasks to other users.  As well as view a multi-user calendar keeping everyone in the loop of what is booked.

EMAIL INTEGRATION

Financial Advisor CRM Includes Email Integration

EMAIL INTEGRATION CAPTURES YOUR INTERACTIONS
Email integration lets you capture your emails to and from your contacts.  In fact this all happens by using your email as normal.  Likewise there is no need in having to bcc yourself to record the emails.  By using Outlook after sending or receiving an email Act! immediately keeps the details in the history of the contact record.  Even if the emails are deleted or moved from your email program.

 

In addition with Outlook or Google you and your team can use the powerful features such as syncing contacts, calendars, activities as well as inbound and outbound emails.

OPPORTUNITY TRACKING

Financial CRM Account Opportunities Tracking

MANAGE YOUR FINANCIAL PRODUCT OPPORTUNITIES
Use the Opportunities in Act! to bring other assets in-house or additional investments with each client and prospect.  In addition enter information, status updates and customized stages about the opportunities you have to grow your book of business.

SALES PIPELINE

Financial Advisor CRM Financial Products Sales Pipeline

MANAGE YOUR SALES PIPELINE 
See a visual depiction of your Financial Product opportunities arranged by sales stage with the Sales Pipeline. View your current sales and project your sales for the year. 

 

Drag-and-drop tiles to progress deals through stages. In addition drill into any potential sale for more detail and work on a specific transaction. Thus manage every stage of your sales process. Finally complete the stages of the process to keep your sales moving to close.

SEMINAR PARTICIPATION

Financial CRM Seminar Participation Tracking

ORGANIZE YOUR CONTACTS AND TRACK SEMINARS
Use the Groups in Act! to track Seminars including who signed up and attended.  As well as other details and results. Thus making it easier to manage the seminars and goals.  In addition lookup members of the group with a single click.

 

You can create Groups as a way of organizing and managing your contacts.  The contacts within a group could have a specific link, such as an product, class or could just be random.  You also can define rules to add members to the Group. Also the included Marketing Automation uses Groups for targeting your messaging.

MARKETING AUTOMATION

Financial Advisor CRM Includes Marketing Automation - Promote Your Financial Practice

INCLUDES BASIC MARKETING AUTOMATION – PROMOTE YOUR FINANCIAL PRACTICE

You won’t need another email service because Act! has it built in.  In addition get rid of the need to export lists or import results.  Even better is that the Basic plan is also part of your Act! subscription.

 

This feature helps with initial touch then to retention and finally but most importantly build loyalty with your contacts.  Optimize your message and outreach in each step with email marketing. For instance welcome a new client as well as thank them for choosing your practice.  And most of all let people know when you have a new financial product or seminar!

Key Features: Email Marketing, Email Drip Marketing, Responsive Templates, Interactive Template Editor

DASHBOARDS AND REPORTS

Financial Advisor CRM Dashboards and Reports

INSIGHT DASHBOARDS
View aspects of your practice with charts and graphs.  See dynamic as well as visual snapshots of real-time metrics.  In addition dashboards show how your practice is meeting or exceeding goals.  Also sales pipeline health, win/loss review, and other information.  All the details contained in your database with responsive, graphical dashboards.

REPORTS & EXPORT TO EXCEL
In addition stay in the know with 50+ standard reports.  Or you can create custom reports with the report designer. Export reports to Microsoft Excel, HTML, PDF, or email.  Also Act! List Views have an Export to Excel feature.  This is where you can also produce an Excel spreadsheet with the click of a button. For quick and easy reports.

COMPANION MOBILE APP

Act! Companion Mobile App

ACT! COMPANION MOBILE APP

In addition stay connected to key Act! details from any where you are with Act! Companion.  This native mobile CRM app is designed for iPhone, iPad, and Android.  Act! Companion is also included in your Act! subscription and at no extra charge.

CONNECT LINK API

Act! CRM Premium Act! Connect Link API

ACT! CONNECT LINK

Connect with hundreds of sought after apps.  Immediately extend the power and reach of Act! with the also included Act! Connect Link that uses Act!’s API.

 

First start with a few simple steps.  Then watch as Act! Connect moves info between Act! CRM and the apps of your choice. To illustrate let Act! Connect do the heavy lifting all while you enjoy the benefits of enriched data.

 

For example you can link Financial Advisor CRM for Act! and Calendly using Zapier:  https://zapier.com/apps/calendly/integrations/act-premium

Also another example is link your Act! for Advisors and ScheduleOnce by OnceHub: https://zapier.com/apps/oncehub/integrations/act-premium

Or how about linking Act! and YouCanBook.Me : https://zapier.com/apps/youcanbookme/integrations/act-premium

 

Check out more apps that connect to Act!:  https://zapier.com/apps/act-premium/integrations

ACT! VIDEO TRAINING

Act! Subscriptions Includes Act! Software Video Training

ACT! VIDEO TRAINING LIBRARIES ARE INCLUDED
The Act! Video Training Libraries are a great overview of the Act! programs.  Above all it is a good way to learn general features and use. In addition every video is typically less than 5 minutes to keep them short and to the point.

 

The training videos are a convenient way to learn. In fact videos are accessible and available to your employees. Specifically anytime, anywhere, and on any device.

Proudly Serving Customers at these firms and many more!

FINANCIAL ADVISOR DATABASE WITH AN ACT! SUBSCRIPTION BUNDLE OPTIONS

Select the Act! product that is right for you:

 

CRM Classic Expert- The Act! CRM Classic Expert is a Cloud-based product and where your database will be hosted by Act!.  In addition you will have access via web browser and it includes more marketing automation features.

 

Premium Hosted – With the Act! Premium Hosted bundle your database will be hosted by Remote Tech Group, in fact Act!’s #1 Hosting Provider.  You will have access via web browser and you can also have an offline client (local windows install).  This remote syncs with the hosted database for online and offline access.

 

Premium Self-Hosted – In contrast to the other options, with the Act! Premium Self-Hosted (On-Premise) CRM product you are in control of your system.  Namely you host your own data on your network with your server(s) and/or computer(s).

Act! CRM Classic Expert Bundle
  • CLOUD

  • US$5401 Year
  • Price is Per User

     

    INCLUDES:

    • Act! Cloud Only Access
    • Full Featured Act! CRM
    • Act! Email Marketing
    • Act! Companion Mobile App
    • Act! Connect App Integrations
    • Act! Customer Support

Act! Premium with Hosting Bundle
  • HOSTED

  • US$5401 Year
  • Price is Per User

     

    INCLUDES:

    • Hosting w/#1 Act! Hosting Company
    • Cloud with Windows Sync Access
    • Full Featured Act! CRM
    • Act! Companion Mobile App
    • Act! Connect App Integrations
    • Act! Customer Support

Act! Premium Self-Hosting Bundle
  • SELF-HOSTED

  • US$5401 Year
  • Price is Per User

     

    INCLUDES:

    • Act! Premium Windows Software
    • Act! Premium Web Software
    • Full Featured Act! CRM
    • Act! Companion Mobile App
    • Act! Connect App Integrations
    • Act! Customer Support

SOME FINE PRINT…

After Purchase Product Delivery

Cloud Act! CRM Classic Expert Bundle Purchase – After you purchase the Act! CRM Classic subscription we will be notified by Act!. Please send an email to sales@actplatinum.com with your account details and let us know to upload the Financial Advisor Database to your account. Once the Financial Advisor Database database is active on your account we will then send you an email letting you know it is ready for use.

 

Act! Premium Hosted Bundle Purchase – After submitting your order for the Act! Premium Hosted subscription bundle with the Financial Advisor Database we will then upload the Financial Advisor Database to your Hosted account.  Once the Financial Advisor Database has been uploaded you will then receive an email from sales@actplatinum.com that the database is ready for you to login.

 

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

Act! CRM Features

Some of Act!’s products may limit the CRM features for instance using Outlook.  However all features in the Financial Advisor Database are available for customers that purchase specifically the Act! CRM Classic Expert, Act! Premium Hosted or Act! Premium Self-Hosted bundles.

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