FINANCIAL ADVISOR CRM DATABASE WITH AN ACT! SUBSCRIPTION BUNDLE OPTIONS
(FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)
SELECT THE ACT! PRODUCT THAT IS RIGHT FOR YOU:
Act! Premium Cloud – The Act! Premium Cloud is a Cloud-based product and where your database will be hosted by Act!. You will have access via web browser as well as the mobile app.
Act! Premium Cloud with Sync – With the Act! Premium Cloud with Sync bundle your database will be hosted by Act!. You will have 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.
Self-Hosted Act! Premium On-Premises – In contrast to the other options, with the Act! Premium On-Premises (Self-Hosted) CRM product you are in control of your system. Namely you host your own data on your network with your server(s) and/or computer(s).
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