Financial Advisors for Act! Premium Self-Hosted Bundle | Act! CRM Authorized Partner
Act Certified Consultants and Act Marketing Automation Experts based in the United States, helping businesses with Act! software customizations and training for rapid results.
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Financial Advisors for Act! Premium Self-Hosted Bundle



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 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





Review System Requirements prior to purchase.


Price listed includes one Act! Premium user


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