Financial Advisors CRM Self-Host Bundle | Act! Premium Software
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Financial Advisors CRM Self-Host Bundle 1 Year




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


Financial Advisor Database with Act! Premium Self-Hosted 1 Year Subscription Bundle | With the Act! Premium On-Premise (Self-Hosted) CRM solution you can host your own data on your network with your server(s) and/or computer(s).


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

Financial Advisor CRM and Act! Premium Self-Hosted Bundle Purchase and Delivery

Once you place your order for the Act! Premium Self-Hosted 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 Self Host Bundle


Financial CRM - CRM for Financial Advisors

Financial Advisor CRM Self Host


Financial Advisor with Act! Premium 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! Companion Mobile App
  • Act! Connect App Integrations
  • Act! Customer Support



Review System Requirements prior to purchase.


$540 Price includes one Act! Premium user


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