Financial Advisor CRM

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