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Financial Advisors CRM Cloud Bundle | Act! Premium Cloud
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BUY ACT! CRM SOFTWARE
CLOUD, DESKTOP AND ADD-ONS

Financial Advisor CRM for Act! Premium
Financial Advisor CRM Contact Management ActPlatinum.com
Financial Advisor CRM Client Financial Planning Information ActPlatinum.com
Financial Advisor CRM Activities Calendar Schedule Management ActPlatinum.com
Financial Advisor CRM Financial Products Sales Pipeline ActPlatinum.com
Financial Advisor CRM Email Integration ActPlatinum.com
Financial Advisor CRM Email Marketing Automation
Financial Advisor CRM Mobile App ActPlatinum.com

Financial Advisor CRM Cloud Bundle 1 Year

$360.00

 

(FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)

 

CLICK HERE to go to the product page and learn more about Financial Advisor for Act! CRM

 

CLICK ON THE DESCRIPTION BOX BELOW TO EXPAND FOR MORE INFORMATION.

 

Financial Advisor Database with Act! Premium Cloud 1 Year Subscription Bundle | With the Act! Premium Cloud CRM solution your Financial Advisor 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.

 

Price listed includes one Act! Premium user

You will need to purchase subscription 1 per user.  Increase quantity to add more users.

Category:
Description
FINANCIAL ADVISOR AND ACT! PREMIUM CLOUD BUNDLE PURCHASE DETAILS

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.  Typically the processing time from purchase to setup is within a few hours but please allow 1 business day.

 

You will need to purchase 1 Act! Premium Cloud Subscription per user.  Contact us if you need to add more users once your Act! Cloud account has been setup.

 

Bundle includes an Act! Premium database specifically designed for financial professionals.  Financial Advisor Database for Act! is a customized Act! Premium database for the Financial Professional industry.  Centralize Contacts, Financial Details and Accounts Under Management for Easy Organization.  Keep contact information at your fingertips using a database and corresponding layouts designed specifically for financial professionals.

 

CLICK HERE for full details of the Financial Advisor CRM Cloud Bundle

 

Financial CRM - CRM for Financial Advisors

Financial Advisor CRM Cloud 

 

Financial Advisor with Act! Premium Cloud 1 Year Subscription Bundle includes the following:

 

  • Financial Advisor Act! Database
  • Hosting with Act!
  • Cloud Access
  • Automatic Updates and Backups
  • Full Featured Act! CRM
  • Basic Marketing Automation
  • Act! Mobile App
  • Act! Connect App Integrations
  • Act! Customer Support
 

NOTES:

  

Review System Requirements prior to purchase.

 

$360 Price includes one Act! Premium Cloud user

 

Additional users: $360 USD/user/year
(billed annually)

 

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