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Financial Advisor Database for Act! Premium Subscription | CRM
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BUY ACT! CRM SOFTWARE
CLOUD, DESKTOP AND ADD-ONS

Financial Advisor Database for Act! CRM
Financial Advisor CRM Contact Management ActPlatinum.com
Financial Advisor CRM Client Financial Planning Information ActPlatinum.com
Financial Advisor CRM Financial Products Sales Pipeline ActPlatinum.com

Financial Advisor Database for Act! Premium Subscription

$300.00

SUBSCRIPTION SOLD SEPARATELY

 

This product is for customers purchasing an Act! Premium Subscription or those currently on an Act! Premium Cloud or Act! Premium Desktop Subscription who want to add an industry specific database.

 

Specifically designed for financial professionals.

Financial Database for Act! is a customized Act! Premium CRM v26 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 ON THE DESCRIPTION BOX BELOW TO EXPAND FOR MORE INFORMATION.

 

Your purchase includes 1 download of the Financial Advisor Database and restore instructions.  You will also be given a link to instructions for importing an existing Act! database to the Financial Advisor Database.  If you need help with importing, services are available at an additional cost.

 
You will need to purchase 1 per account.

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Description

CLICK HERE to learn more about Financial Advisor customized database for Act! Premium CRM

 

TRY BEFORE YOU BUY – Click Here to to go to our online test drive of the Financial Advisor Database.

 

DATABASE FEATURES

 

TRACK 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.
CLIENT AUMS (ACCOUNTS/ASSETS UNDER MANAGEMENT) AND OTHER ACCOUNTS (ACCOUNTS/ASSETS NOT UNDER MANAGEMENT)
 Keep track of your clients’ House Accounts and Assets Under Management. Track Other Accounts, Investments and Assets Not Under Management.
CLIENT POLICY TRACKING
 Track Life, Disability, Long Term Care, Annuity or any other policy types and information.
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.
ORGANIZE YOUR CONTACTS AND TRACK SEMINAR PARTICIPATION
 Use the Groups in Act! to track Seminars including participation, details and results.

 

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