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Financial Advisor Database Add-on for Act! Premium CRM
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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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