$540.00
Financial Advisor with Act! Premium Self-Hosted 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).
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 Self-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 Self-Hosted CRM |
Financial Advisor with Act! Premium Self-Hosted 1 Year Subscription Bundle includes the following:
|
NOTES: |
Review System Requirements prior to purchase.
Price listed includes one Act! Premium user
Additional users: $540 USD/user/year (billed annually) |