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Financial Advisors for Act! Premium Hosted Bundle | Act! CRM Authorized Partner
Act Certified Consultants and Act Premier Trainers based in the United States, helping businesses with Act! software customization and training for rapid results.
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BUY ACT! CRM SOFTWARE

Financial Advisor CRM Hosted Solution

Financial Advisors for Act! Premium Hosted Bundle

$540.00

 

Financial Advisor with Act! Premium Hosted Subscription Bundle

 

With the Act! Premium Hosted CRM solution your database will be hosted by Remote Tech Group, Act!’s #1 Hosting Provider.  You will have access via web browser and you can have an offline client (local windows install) that synchronizes with the hosted database for online and offline access.

 

Includes an Act! Premium database specifically designed for financial professionals.

 

Financial 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.

 

Price listed includes one Premium user

 

Click on Description for features included with Financial Advisor for Act! Premium Hosted Bundle.

 

CLICK HERE for full details of the Financial Advisor Bundles

 

You will need to purchase 1 per user.  Increase quantity to add more users.

Category:
Description
Financial CRM - CRM for Financial Advisors

Financial Advisor Hosted CRM

 

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

 

  • Financial Advisor Act! Database

 

  • Hosting w/#1 Act! Hosting Company

 

  • Cloud with Windows Sync Access

 

  • Full Featured Act! CRM

 

  • Act! Companion Mobile App

 

  • Act! Connect App Integrations

 

  • Act! Customer Support

 
 

NOTES:

  

Review System Requirements prior to purchase.

 

By purchasing this product you agree to Remote Tech Group’s Service Level Agreement for the included hosting service:  https://www.rtgroup.com/act-cloud-hosting-service-level-agreement/

 

Price listed includes one Act! Premium user

 

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

 

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