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.
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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 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! 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! and the customized database for Financial Professionals.  

FINANCIAL ADVISOR CRM POWERED BY ACT! –> PRODUCT FEATURES

(click on a TAB to see more details)

Financial Advisor CRM Contact Management

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!

Financial Advisor CRM Personal Profile Dependents and Beneficiaries

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

Financial CRM Other Accounts and Assets Tracking

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.

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 help you manage your day. Track and prioritize meetings, calls and financial activities associated with your contacts to stay productive. Relate your tasks to one or multiple contacts, opportunities, companies and/or groups. Set alerts to keep you on top of your scheduled commitments.

Financial Advisor CRM Includes Email Integration

EMAIL INTEGRATION CAPTURES YOUR INTERACTIONS
Email integration lets you capture your messages to and from your contacts and keeps the details in history. With Outlook or Google you and your team can utilize the powerful features of synchronizing contacts, calendars, activities, inbound and outbound emails.

Financial CRM Tracks Account Opportunities

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

Financial Advisor CRM Financial Products Sales Pipeline

MANAGE YOUR SALES PIPELINE 
See a visual representation of your Financial Product opportunities organized by sales stage with the actionable Sales Pipeline. Drag-and-drop opportunity tiles to progress deals through stages. Drill into any opportunity for more detail and work on a specific transaction. Manage every stage of your sales, completing stages of the process to keep opportunities moving to close.

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. You can define rules to automatically add members to a Group. Marketing Automation uses Groups for targeting your communications.

Financial Advisor CRM Includes Marketing Automation - Promote Your Financial Practice

INCLUDES BASIC MARKETING AUTOMATION – PROMOTE YOUR FINANCIAL PRACTICE
From initial engagement to retention and loyalty, optimize your outreach in each step with email marketing. Let Act! Marketing Automation do the work for you with marketing campaigns – all sent to targeted lists in Act!. Campaigns are triggered based on criteria you define, leading recipients down a personalized path. Let people know when you have a new financial product!

 

Set up 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

Financial Advisor CRM Dashboards and Reports

CONFIGURABLE INSIGHT DASHBOARDS
See dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, win/loss analysis, and more with interactive, graphical dashboards.

REPORTS & EXPORT TO EXCEL
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. Act! List Views have an Export to Excel feature where you can generate an Excel spreadsheet with the click of a button.

Act! Companion Mobile App

ACT! COMPANION MOBILE APP

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! CRM Premium Act! Connect Link API

ACT! CONNECT LINK

Connect with hundreds of popular apps that extend the power and reach of Act! with the included Act! Connect Link utilizing Act!’s API. 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.

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! CRM Classic Cloud – The Act! CRM Classic Expert is a Cloud-based solution where your database will be hosted by Act!.  You will have access via web browser and it includes additional marketing automation features.
• 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! 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

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

*Based on current prices, subject to changed at Manufacturer's discretion.

**(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 & Export to Excel

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

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.

SOME FINE PRINT…

Delivery

  • Act! CRM Classic Expert Bundle Purchase – When you purchase the Act! CRM Classic subscription we will receive notification from 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  is active on your account we will send you an email letting you know it is ready for use.
  • Act! Premium Hosted Bundle Purchase – When we receive your order for the Act! Premium Hosted subscription bundle with the Financial Advisor Database we will upload the Financial Advisor Database to your Hosted account.  Once the Financial Advisor 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 Financial Advisor Database we will send you an email with links to download the Financial Advisor Database and database restore instructions.

 

Features

All features in the Financial Advisor Database are available for customers that purchase Act! CRM Classic Expert, Act! Premium Hosted or Act! Premium Self-Hosted bundles.

 

New Subscription Customers Only

The Financial Advisor 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.

Have Questions?  Chat or Contact Us