$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.
![]() Financial Advisor Hosted CRM |
Financial Advisor with Act! Premium Hosted 1 Year Subscription Bundle includes the following:
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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) |