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Financial Advisors CRM Hosted Bundle | Act! Premium
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BUY ACT! SOFTWARE

Financial Advisor CRM for Act! Premium
Financial Advisor CRM Personal Profile Dependents and Beneficiaries
Financial CRM Track AUMs Accounts Under Management
Financial Advisor CRM Financial Products Sales Pipeline

Financial Advisors CRM Hosted Bundle 1 Year

$540.00

(FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)

Click on DESCRIPTION below for product details and features included with the Financial Advisor for Act! Premium Hosted Bundle.

 

Financial Advisor Database with Act! Premium Hosted 1 Year 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.

 

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

Category:
Description
Financial Advisors CRM and Act! Premium Hosted Bundle Purchase and Delivery

After we receive your order for the Act! Premium Hosted subscription bundle with the Financial Advisors Database we will then upload the Financial Advisors Database to your Hosted account.  Once the Financial Advisors Database has been uploaded you will then receive an email from sales@actplatinum.com that the database is ready for you to login. 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 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 Hosted Bundle

 

Financial CRM - CRM for Financial Advisors

Financial Advisor CRM Cloud

 

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
  • Scheduled Updates and Nightly Backups
  • Full Featured Act! CRM
  • Basic Marketing Automation
  • 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/

 

$540 Price includes one Act! Premium Hosted user

 

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

 

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