Financial Advisor CRM | Act! CRM Authorized Partner
Looking for CRM Software for Financial Advisors? Our CRM for Financial Advisors enables practice growth through tracking clients and their financial health by capturing AUMs, other investments, policies, planning goals and more. With the integrated marketing automation you can send notices for new investment products or upcoming seminars.
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_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-6.4.2,vc_responsive,elementor-default,elementor-kit-17906
 

Financial Advisor CRM

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

*Act! v23 Subscription is required and are Bundled with the Financial Advisor CRM Database in the Price Chart below

 

Act! is a CRM platform that provides financial professionals with what you and your team need to run and grow your advisory business.

FINANCIAL ADVISOR CRM

Financial Advisor CRM is designed for financial professionals. Our Financial Advisor Database for Act! is a customized Act! v23 database for the financial advisement, financial planning industry.  It helps you take control of your financial practice and effectively manage your client relationships, their accounts under management and financial planning details. 

 

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 CRM 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.

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 1 year subscription to Act! CRM or Act! Premium and the customized database for Financial Professionals.  

FINANCIAL ADVISOR CRM WITH ACT! PRODUCT FEATURES

(click on a TAB to see more details)

Financial CRM with Client and Contact Tracking

Financial CRM Keeps Personal Info Including Dependents

FINANCIAL ADVISOR CRM TRACKS CLIENTS AND CONTACTS
Keep important contact details on your clients, including status information and key watch list items.

 

You will also have the standard Act! CRM Features of Notes, Histories, Activities and Calendaring, Documents, Secondary Contacts, Contact Relationships and More!

SPOUSE AND FAMILY INFORMATION
Track the Contact’s spouse and family information including Birthdays, ages are automatically calculated and SSNs.

Financial CRM AUMs Accounts Under Management Tracking

Financial CRM Other Accounts and Assets Tracking

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

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

Financial CRM Tracks Client Policies

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

Financial CRM Client Financial Planning Tracking

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

Financial CRM Client Financial and Employment Profile

CLIENT EMPLOYMENT AND INCOME TRACKING
Track the current employer and income, spouse employer and income, and general assets and liabilities amounts to calculate networth.

Financial CRM Tracks Account Opportunities

MANAGE YOUR SALES PIPELINE AND INVESTMENT OPPORTUNITIES
Use the Opportunities in Act! to bring other assets in-house or additional investments and manage your pipeline.

Financial CRM Tracks Seminar Participation

ORGANIZE YOUR CONTACTS AND TRACK SEMINAR PARTICIPATION
Use the Groups in Act! to track Seminars including participation, details and results.

Act! CRM Rich Contact Management
Act_CRM_Groups_and_Companies_Feature (1)
Act! CRM Calendar and Activities Tracking
Act_CRM_Sales_Process_Feature
Act_CRM_Opportunities_Tracking_Feature
Act_CRM_Reports_Feature

Rich Contact Management

Keep rich contact details, emails, documents, notes, history, activities, social media updates, and more in one, easy to find place – the Act! contact record.

Groups and Companies

Organize similar contacts into groups and companies to deliver targeted communications.

Calendar and Activity Tracking

Track and prioritize meetings and activities associated with your contacts to stay productive. Benefit from alerts that keep you on top of your customer commitments.

Sales Process

Manage opportunities using an out-of-the-box process or one you customize to meet your internal sales process. You can create multiple custom processes for different types of products or services, even for different departments or divisions. Complete activities in each stage of the sales process to keep deals moving.

Opportunities Tracking

Track probability of close, products, lead source, status, and more for every opportunity for total visibility and control of your sales pipeline.commitments.

Reports

Stay in the know with 50+ preconfigured reports or create custom reports with the report designer. Export reports to Microsoft Excel, HTML, PDF, or email.

Financial CRM Account Opportunities Pipeline
Act_CRM_Insight_Dashboards_Feature
Act! Companion Mobile App
Act_CRM_Premium_Act_Connect

Dynamic Sales Pipeline Management

Manage your pipeline more effectively and intelligently with new sales pipeline management tools that help you close deals faster and more often. Project revenue, adjust your strategy, and quickly focus your efforts with the new Pipeline view featuring in-context KPIs, an interactive sales funnel, an actionable sales pipeline with drag-and-drop, and advanced filtering.

Insight Dashboards

See dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more with interactive, graphical dashboards – a valuable active subscriber benefit!

Act! Companion

Stay connected to key Act! details from wherever you are with Act! Companion, a native mobile CRM app designed for iPhone, iPad, and Android. Best part, Act! Companion is included in your Act! subscription at no extra charge!

Act! Connect

Connect with hundreds of popular apps that extend the power and reach of Act! Growth Suite – a valuable subscriber benefit! Get started with a few simple steps, then watch as Act! Connect automatically moves info between Act! CRM and the apps of your choice. Let Act! Connect do the heavy lifting, while you enjoy the benefits of enriched customer data.

Financial Advisor Email Marketing Templates

Basic Marketing Automation for Your Financial Management Practice
Optimize your customer lifecycle from initial engagement to retention and loyalty with email marketing outreach in each step. Let Act! Marketing Automation do the work for you with response-driven nurture marketing campaigns – all sent to targeted lists in Act! automatically. Campaigns are triggered based on criteria you define, leading recipients down a highly personalized path.

 

Setup simple ad-hoc email blasts or drip marketing campaigns for one-off or single path communications as needed. 

 

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

Proudly Serving Customers at these firms and many more!

FINANCIAL ADVISOR DATABASE + ACT! SUBSCRIPTION BUNDLE OPTIONS

Act! CRM 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

FINANCIAL ADVISOR DATABASE + ACT! BUNDLE COMPARISON CHART

SUBSCRIPTION FEATURES

Bundle Features

Cloud

Hosted

Self-Hosted

SUBSCRIPTION FEATURES

Act! 1 Year Subscription

Act! CRM Expert

Act! Premium

Act! Premium

Included Users

1

1

1

Year 2 Cost (Per User)

$540

$540

$450

1 Year Hosting Service*

N/A

X

N/A

Available Access Methods

Cloud & Mobile

Cloud, Windows &  Mobile

Windows, Cloud &  Mobile

*NOTES

(Hosting Service) From Remote Tech Group - Act! #1 Hosting Provider.  Bundle is for Economy Tier Hosting Service which includes 1 web server and 1 sync server, does not include server side add-on support.  Additional Service Tiers are available.

CRM FEATURES

Bundle Features

Cloud

Hosted

Self-Hosted

RELATIONSHIP & ACTIVITY MANAGEMENT

Customer Management

X

X

X

Task & Activity Management

X

X

X

Calendar

X

X

X

Notes & History

X

X

X

Companies

X

X

X

Relationship Timeline

X

X

X

Secondary Contacts

X

X

X

In-Context Maps & Web Info

X

X

X

Call List & Hot Leads

X

w/Marketing Package

w/Marketing Package

Notifications & Alerts

X

X

X

Act! Companion Mobile App (1)

X

X

X

Welcome Page - Custom User Dashboard

X

X

X

Mail Merge

X

X

X

GROUPS & SEARCH

Search & Lookups

X

X

X

Groups & Filters

X

X

X

Dynamic Groups

X

X

X

Advanced Queries

X

X

X

OPPORTUNITY & PIPELINE MANAGEMENT

Opportunity Management

X

X

X

Sales Process Management

X

X

X

Products & Pricing

X

X

X

Sales Pipeline Management View

X

X

X

Sales KPIs - Standard & Custom

X

X

X

Sales Opportunity Kanban Board

X

X

X

REPORTING & ANALYTICS

Reporting

X

X

X

Act! Insight -Dashboards & Analytics

X

X

X

INTEGRATIONS

Office - Export to Excel/Word

X

X

X

Outlook - Contacts/Calendar/Email

X

X

X

Google - Contacts/Calendar/Email

X

X

X

Act! Connect - Popular Apps Integration

X

X

X

ADMINISTRATION & CUSTOMIZATIONS

Preferences

X

X

X

User Management

X

X

X

Team Management

X

X

X

Layout Designer

X

X

X

Custom Fields

X

X

X

Custom Tables (billed annually)

$10/user/mo

$10/user/mo

$10/user/mo

PLATFORM & TECHNOLOGY

Data Import Tool

X

X

X

API

X

X

X

Cloud Storage

6Gb

5Gb

N/A

Additional Cloud Storage (billed annually)

$5/mo (per 4Gb)

$10/mo (per 10Gb)

N/A

Private Cloud Option

Call for Details

N/A

N/A

NOTES:
(1) Act! Companion recommended for READ ONLY, additional options are available for more functionality.

(Hosting Service) From Remote Tech Group - Act! #1 Hosting Provider.  Bundle is for Economy Tier Hosting Service which includes 1 web server and 1 sync server, does not include server side add-on support.  Additional Service Tiers are available.

MARKETING FEATURES

Bundle Features

Cloud

Hosted

Self-Hosted

Included eMARKETING Plan

EXPERT

BASIC

BASIC

Email Sends Per Month

25,000

2,500

2,500

Email Marketing

X

X

X

170+ Responsive Templates

X

X

X

Interactive Template Editor

X

X

X

Email Tracking & Metrics

X

X

X

Turnkey Campaigns

X

Packages C, D & E

Packages C, D & E

HTML Email Editor

X

Packages C, D & E

Packages C, D & E

Social Sharing

X

Packages C, D & E

Packages C, D & E

Landing Pages

X

Packages C, D & E

Packages C, D & E

Surveys

X

Packages C, D & E

Packages C, D & E

Drip Marketing

X

Limited (1)

Limited (1)

Visual Workflow Designer

X

Limited (1)

Limited (1)

Campaign Calendar

X

X

X

Deliverability & Compliance Tools

X

X

X

MARKETING AUTOMATION (Optional Packages)

Marketing Automation to CRM Workflow

Packages A & B

Packages D & E

Packages D & E

Response-driven Nurture Marketing

Packages A & B

Packages D & E

Packages D & E

Asset Tracking

Packages A & B

Packages D & E

Packages D & E

Advanced Lead Capture

Packages A & B

Packages D & E

Packages D & E

Lead Management & Scoring

Packages A & B

Packages D & E

Packages D & E

Event Marketing

Packages A & B

Packages D & E

Packages D & E

Website Activity Tracking

Packages A & B

Packages D & E

Packages D & E

Progresssive Profiling

Package B

Package E

Package E

A/B Testing

Package B

Package E

Package E

SERVICES & ADD-ONS (billed annually)

Per Additional 2500 Email Sends/mo

$10/mo

$15/mo (2)

$15/mo (2)

Additional Domain (per Domain)

$50/mo

$50/mo

$50/mo

SMS : Phone Number + 500 Sends/Mo

$6.25/mo

N/A

N/A

SMS : Per Additional 500 Sends/Mo

$5/mo

N/A

N/A

*NOTES

 (1) Limited to emails as only available activity type

 (2) Maximum total of 10,000 Email sends per month (Included + Paid)

(Package A) $1,188/year per Account

(Package B) $1,788/year per Account

(Package C) Act! Marketing Automation Select with 25,000 Emails/month at $948/year per Account

(Package D) Act! Marketing Automation Complete with 50,000 Emails/month at $2,388/year per Account

(Package E) Act! Marketing Automation Advanced with 100,000 Emails/month at $4,788/year per Account

(Hosting Service) From Remote Tech Group - Act! #1 Hosting Provider.  Bundle is for Economy Tier Hosting Service which includes 1 web server and 1 sync server, does not include server side add-on support.  Additional Service Tiers are available.

SUPPORT FEATURES

Bundle Features

Cloud

Hosted

Self-Hosted

ACT! CUSTOMER SUPPORT

Getting Started Webinars / Q&A

X

--

--

Self-Service Guides & Video Tutorials

X

X

X

Knowledgebase

X

X

X

In-Product Ticket Submission

X

--

--

Online Ticket Submission

--

X

X

Web Chat

X

X

X

Product Support by Phone* (5)

X

X

X

Product Support via Remote Access* (6)

X

Enhanced Support*

Enhanced Support*

Saturday Phone Support

X

Enhanced Support*

Enhanced Support*

Appointment Setting

X

Enhanced Support*

Enhanced Support*

Voicemail Call Back

X

Enhanced Support*

Enhanced Support*

Priority Queuing

X

Enhanced Support*

Enhanced Support*

Act! Support Professional Services* (7)

$99/hr

$99/hr

$99/hr

HOSTING SUPPORT

Hosted Cloud Support

N/A

X

N/A

Windows Sync Support

N/A

X

N/A

*NOTES

(5) US: M F 7:00am 8:00pm Eastern; UK: 8:00am 8:00pm.

(6) As required base on Act! Support's Scope of Services.

(7) Each session is billed a minimum of one hour; no pro-rations or partial hour billing.

(Enhanced Support) $120/user/year

(Hosting Service) From Remote Tech Group - Act! #1 Hosting Provider.  Bundle is for Economy Tier Hosting Service which includes 1 web server and 1 sync server, does not include server side add-on support.  Additional Service Tiers are available.

Have Questions?  Chat or Contact Us