Financial Advisor CRM and Email Marketing Software $30 /month
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Financial Advisor CRM and Marketing Software $30 /month

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

*Act! Premium v25 or Cloud Subscription is required and are Bundled with the Financial Advisor CRM Database in the Price Chart below

 

Act! is a robust CRM and Marketing software platform.  We are the developers of a top Financial Advisor CRM for Act!.  It provides financial advisors with what you and your team need to stay organized.  Most importantly you will have the vital tools to grow your advisory practice and at a lower cost than other competitors.

 

Act! Premium CRM Major Features

Financial Advisor CRM for Act! Premium

WHY FINANCIAL ADVISOR CRM?

The Best Financial Advisor CRM and Marketing Software is specifically designed for financial advisors. Our Financial Advisor database software for Act! Premium Cloud and Act! Premium Desktop v25 products is for financial planning industry.  In addition it is customizable and you have the power to make changes without the need or expense of a programmer.

 

So take control of your financial practice with the easy to use Act! CRM and above all effectively manage your client relationships.  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 convert your prospects.

 

Key Features: Options for Cloud, Desktop or a Combo of Both | Microsoft Office Integration | Scheduling | AUMs, Policies, Planning Tracking | Pipeline Management | Email Marketing | Mobile App

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<- TRY IT NOW is an online test drive with sample data for the Financial Advisor CRM Database.  No download or credit card required.

PRODUCT FEATURES FOR THE FINANCIAL ADVISOR CRM FOR ACT!

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CONTACT MANAGEMENT

PERSONAL PROFILE

AUMS – ACCOUNTS UNDER MANAGEMENT

INSURANCE POLICY TRACKING

FINANCIAL PLANNING

FINANCIAL PROFILE

ACTIVITIES AND CALENDARS

EMAIL INTEGRATION

OPPORTUNITY TRACKING

SALES PIPELINE

SEMINAR PARTICIPATION

MARKETING AUTOMATION

DASHBOARDS AND REPORTS

ACT! MOBILE APP

CONNECT LINK API

ACT! VIDEO TRAINING

NOTE: Images shown are Act! Premium Cloud with the Financial Advisor Database

FINANCIAL ADVISOR CRM PRICING

FINANCIAL ADVISOR DATABASE WITH AN ACT! SUBSCRIPTION BUNDLE OPTIONS

Starting at $30 per user per month billed $360 annually

(FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)

Select the Financial Advisor for Act! product that is right for you:

 

Act! Premium Cloud  – With the Act! Premium Cloud bundle your Financial Advisor CRM database will be hosted by Act!.  Access from any computer via web browser and have instant online access to your Act! data.  Includes Automatic Backups, Updates and Upgrades.

 

Act! Premium Cloud with Sync – With the Act! Premium with Sync bundle your Financial Advisor CRM database will be hosted by Act!.  Access via web browser and also have an offline client (local windows install).  This remote syncs with the cloud database for online and offline access.  Includes Automatic Backups, Updates and Upgrades.

 

Self-Hosted Act! Premium Desktop – With the Act! Premium Desktop (Self-Hosted) CRM product you deploy and manage the software.  Host your Financial Advisor CRM database on your computer or for larger organizations on your network with your server and computers.  The self-hosted package includes both Windows and Web software.  You have complete control in applying updates and upgrades.

 

No matter which option you choose you don’t have to worry about building your team or your company because adding users is easy.  Information can be shared or limited between users for example each Advisor or team could be limited to viewing only their records. You can control the sharing of all the records or only some of the records across the company.

FINANCIAL ADVISOR CRM PRICING

FINANCIAL ADVISOR DATABASE WITH A 1 YEAR ACT! SUBSCRIPTION BUNDLE PRICING

Act Premium Cloud Bundle at ActPlatinum.com
Act Premium Cloud with Desktop Sync Bundle at ActPlatinum.com
Act Premium Desktop Bundle at ActPlatinum.com
Click Here to Read the Fine Print

SOME FINE PRINT…

Financial Advisor CRM Software Product Purchase Details

 

Act! Premium Cloud Bundle Purchase

After we receive your order for the Act! Premium Cloud subscription with the Financial Advisor Database we will have Act! start your Cloud account.  Then we will upload the Financial Advisor Database to your account.  When the Financial Advisor Database has been restored we will then send you an email letting you know it is ready for use with Cloud login and password instructions.

 

Act! Premium Cloud with Sync Bundle Purchase

After we receive your order for the Act! Premium Cloud with Sync subscription with the Financial Advisor Database we will have Act! start your Cloud account.  Then we will upload the Financial Advisor Database to your account.  When the Financial Advisor Database has been restored we will then send you an email letting you know it is ready for use with Cloud login and password instructions. We will also include instructions for installing and restoring your offline client.

 

Self-Hosted Act! Premium Bundle Purchase

Once we receive your order for the Act Premium Self-Hosted subscription with the Financial Advisor Database we will then have Act CRM 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.

New Act! Subscription Customers Only

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.

Data Import or Data to Migrate

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.

Proudly Serving Customers at these firms and many more!

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