Financial Advisors CRM Cloud Bundle | Act! Premium Cloud
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Financial Advisors CRM Cloud Bundle $540* 1 Year


*$60 purchase price PLUS $480 Subscription paid to Act! = $540 Bundle Cost



Click on DESCRIPTION below for product details and features included with the Financial Advisor for Act! Premium Cloud w/Sync Bundle.


Financial Advisor Database with Act! Premium Cloud w/Sync 1 Year Subscription Bundle | With the Act! Premium Cloud CRM solution your Financial Advisor Database will be hosted by Act!.  You will have online access via web browser and mobile app as well as a syncing offline windows client for your computer or network.


Act! requires a credit card on file for your Act! Premium Cloud w/Sync subscription service.   You will purchase the $60 database portion of the bundle, then shortly thereafter Act! will send you a link to purchase the $480/user/year subscription (Act! may charge Sales Tax on your subscription). Once the Act! subscription has been paid we will upload the Financial Advisor Database to your account.  When the Financial Advisor Database is active on your account we will then send you a “READY” email letting you know it is ready for use. Typically the processing time from purchase to setup is within a few hours but please allow 1 business day.


NOTES:  For New Act! Subscription Customers Only.  Discounts can only be applied to the Database Portion of the Bundle.  Discounts cannot be applied to Act! subscription fees. If you do not complete the Subscription purchase with Act! after 72 hours we will cancel your Financial Advisor CRM Cloud w/Sync Bundle order.


You will need to purchase 1 Act! Premium Cloud w/Sync Subscription per user.  You will be able to add more users once your Act! Cloud account has been setup.


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 Cloud w/Sync Bundle


Financial CRM - CRM for Financial Advisors

Financial Advisor CRM Cloud with Sync


Financial Advisor with Act! Premium Cloud with Sync 1 Year Subscription Bundle includes the following:


  • Financial Advisor Act! Database
  • Hosting with Act!
  • Cloud with Windows Sync Access
  • Automatic Updates and Backups
  • Full Featured Act! CRM
  • Basic Marketing Automation
  • Act! Companion Mobile App
  • Act! Connect App Integrations
  • Act! Customer Support



Review System Requirements prior to purchase.


$540 Price includes one Act! Premium Cloud w/Sync user


Additional users: $540 USD/user/year
(billed annually)