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Financial Advisors for Act! Premium Self-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 Self Hosted Software

Financial Advisors for Act! Premium Self-Hosted Bundle

$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.

Category:
Description
Financial CRM - CRM for Financial Advisors

Financial Advisor Self-Hosted CRM

 

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

 

  • Act! Companion Mobile App

 

  • Act! Connect App Integrations

 

  • Act! Customer Support

 
 

NOTES:

  

Review System Requirements prior to purchase.

 

Price listed includes one Act! Premium user

 

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

 

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