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Financial Advisors CRM Desktop Bundle | Act! Premium Software
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BUY ACT! SOFTWARE

Financial Advisor CRM for Act! Premium
Financial Advisor CRM by ActPlatinum.com Build Your Clients Personal Profile
Financial Advisor CRM by ActPlatinum.com Manage Your Clients AUMs and Other Assets
Financial Advisor CRM by ActPlatinum.com Financial Products Sales Pipeline
Financial Advisor CRM by ActPlatinum.com Includes Marketing Automation

Financial Advisor CRM Desktop Bundle 1 Year

$450.00

 

(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 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).

 

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 DESKTOP BUNDLE PURCHASE DETAILS

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 CRM - CRM for Financial Advisors

Financial Advisor CRM Desktop

 

Financial Advisor with Act! Premium Desktop (Self-Hosted) 1 Year Subscription Bundle includes the following:

 

  • Financial Advisor Act! Database
  • Act! Premium Windows Software
  • Act! Premium Web Software
  • Full Featured Act! CRM
  • Basic Marketing Automation
  • Act! Mobile App
  • Act! Connect App Integrations
  • Act! Customer Support
 

NOTES:

  

Review System Requirements prior to purchase.

 

$450 Price includes one Act! Premium user

 

Additional users: $450 USD/user/year
(billed annually)

 

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