FINANCIAL ADVISOR CRM IS A CUSTOMIZED VERTICAL SOLUTION FOR ACT!*
*Act! Premium v24 Subscription is required and are Bundled with the Financial Advisor CRM Database in the Price Chart below
Financial Advisor CRM
FINANCIAL ADVISOR CRM
Financial Advisor CRM is designed for financial professionals. Our Financial Advisor Database for Act! is a customized Act! v24 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! Premium and the customized database for Financial Professionals.
FINANCIAL ADVISOR CRM WITH ACT! PRODUCT FEATURES
(click on a TAB to see more details)
- CONTACTS
- AUMS
- Policies
- Planning
- Financial Profile
- Opportunities
- Seminars
- CRM
- API Features
- Marketing Automation
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 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 ADVISOR CRM HAS CLIENT POLICY TRACKING
Track Life, Disability, Long Term Care, Annuity or any other policy types and information.
FINANCIAL ADVISOR CRM TRACKS INVESTMENT, RETIREMENT AND ESTATE PLANNING
Plan your Client’s next Investment, their Retirement and their Estate.
CLIENT EMPLOYMENT AND INCOME TRACKING
Track the current employer and income, spouse employer and income, and general assets and liabilities amounts to calculate networth.
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.
ORGANIZE YOUR CONTACTS AND TRACK SEMINAR PARTICIPATION
Use the Groups in Act! to track Seminars including participation, details and results.
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.
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.
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
Select the Act! product that is right for you:
• Act! Premium Hosted – With the Act! Premium Hosted solution your database will be hosted by Remote Tech Group, Act!’s #1 Hosting Provider. You will have access via web browser and you can have an offline client (local windows install) that synchronizes with the hosted database for online and offline access.
• Act! Premium Self-Hosted – With the Act! Premium Self-Hosted (On-Premise) CRM solution you can host your own data on your network with your server(s) and/or computer(s).
Act! Premium with Hosting Bundle
HOSTED
- US$5501 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$5501 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
CRM FEATURES
MARKETING FEATURES
SUPPORT FEATURES
SOME FINE PRINT…
Delivery
- Act! Premium Hosted Bundle Purchase – When we receive your order for the Act! Premium Hosted subscription bundle with the Vertical Database we will upload the Vertical Database to your Hosted account. Once the Vertical Database has been uploaded you will receive an email from sales@actplatinum.com that the database is ready for you to login.
- Act! Premium Self-Hosted Bundle Purchase – When you purchase the Act! Premium Self-Hosted subscription with the Vertical Database we will send you an email with links to download the Vertical Database and database restore instructions.
Features
All features in the Vertical Database are available for customers that purchase Act! Premium Hosted or Self-Hosted bundles.
New Subscription Customers Only
The Vertical Database is intended for New Act! Subscription Customers. For Existing Act! Customers please contact us for options and costs.
Data Import
Act! provides importing tools with their products for self-service. If you require assistance with your import we offer import services at an additional cost. Please contact us to discuss requirements and to receive an estimate.