$450.00
(FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)
Click on DESCRIPTION below for product details and features included with the Financial Advisor for Act! Premium Desktop (Self-Hosted) Bundle.
Financial Advisor Database with Act! Premium Self-Hosted 1 Year Subscription Bundle | With the Act! Premium Desktop (Self-Hosted) CRM solution you can host your own data on your network with your server and/or computer(s).
You will need to purchase 1 per user. Increase quantity to add more users.
Once you place your order for the Act! Premium Desktop subscription with the Financial Advisor Database we will then have Act! issue your license. After this has been issued we will send you an email with links to download the Financial Advisor Database and database restore instructions. Delivery is typically within a few hours but please allow 1 business day.
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 Desktop Bundle
![]() Financial Advisor CRM Desktop |
Financial Advisor with Act! Premium Desktop (Self-Hosted) 1 Year Subscription Bundle includes the following:
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Review System Requirements prior to purchase.
$450 Price includes one Act! Premium user
Additional users: $450 USD/user/year |