*Act Premium v24 Subscription is required and are Bundled with the Financial Advisor CRM Database in the Price Chart below
Act is a CRM and Marketing 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.
The Best Financial Advisor CRM and Marketing Software is specifically designed for financial advisors. Our Financial Advisor Database for Act! is a custom database for Act v24 and therefore the financial services industry.
With CRM software for financial advisors 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 with Email Marketing software 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 | Email Marketing
The best CRM for Financial Advisors 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.
A good CRM should be simple to use and have an easy learning curve. First of all our financial advisor database is simple and easy to use. In addition to a great user experience it is an excellent way to build your client base and improve lead management. However without having to pay a high cost or similarly monthly fees for unused features.
On the whole the CRM financial advisors 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 and Marketing solution for Financial Advisors that is flexible and at an affordable cost compared to other CRMs for Financial Advisors such as Salesforce or Zoho CRM.
<- TRY IT NOW is an online test drive with sample data and not the standard Act Free Trial.
Act CRM is more powerful than e-mail, spreadsheets and other management tools. But the Act software for advisors program is easier to use and quicker to get up and running managing client relationships than other CRM systems. 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 Premium and the custom database for Financial Advisors.
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$45 per user per month billed $540 annually
(FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)
Self-Hosted Act! Premium – With the Act Premium On-Premise (Self-Hosted) CRM product you have the security and control of an on-premises solution where you deploy and manage the software. Namely you host your own data on your network with your server(s) and/or computer(s).
You have complete control in applying updates and upgrades.
Act! Premium Hosted – With the Act Premium Hosted bundle your database will be hosted by Remote Tech Group, in fact Act!’s #1 Hosting Provider. Access via web browser and also have an offline client (local windows install). This remote syncs with the hosted database for online and offline access.
Includes Scheduled Upgrades and most importantly upgrade when it is convenient for your company.
Act! Premium Cloud – With the Act Premium Cloud bundle your database will be hosted by Act!. Access via web browser, mobile app and you can also have an offline client (local windows install). This remote syncs with the hosted database for online and offline access.
Includes Automatic Upgrades.
Self-Hosted Bundle Price/User
($45/user/month paid annually)
PREMIUM SELF-HOSTED INCLUDES:
Hosted Bundle Price/User
($45/user/month paid annually)
PREMIUM HOSTED INCLUDES:
Cloud w/Sync Bundle Price/User
($45/user/month paid annually)
PREMIUM CLOUD w/SYNC INCLUDES:
Once we receive your order for the Act Premium Self-Hosted subscription with the Financial Advisor Database we will then have Act 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.
After we receive 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 requires a credit card on file for your Act Premium Cloud subscription service and is used for additional purchases or renewals. When you select the BUY button to purchase this bundle you will be taken to our online store. You will purchase the $60 database portion of the bundle, then shortly thereafter Act will send you a link to purchase the $480*/user/year subscription.
Once the Act subscription has been paid we will upload the Financial Advisor Database to your account. When the Financial Advisor Database is active on your account we will then send you an email letting you know it is ready for use.
*Act LLC may charge sales tax on your subscription service.
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.
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.
