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 v25 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 the DESCRIPTION BUTTON below 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.
TRY BEFORE YOU BUY – Click Here to to go to our online test drive of the Financial Advisor Database.
|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.