Financial Services CRM Software

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Trusted by financial advisors worldwide

"I’ve been using Act! for 35 years… and I wouldn’t leave it!"

John Nabergal

Financial Advisor

“From my early days as a brokerage consultant to now, Act! has always helped simplify finding, connecting, and building relationships with clients. As Act!’s features continue to evolve, so do I—learning new ways to leverage the software to provide better service to my clients.”

Matt Agnese

President, Plan B and C, Inc.

“Even though Charter Capital’s team is just 20 percent the size it once was, the company’s still achieving 75% of its previous sales volumes. That is in large part due to Act!.”

Carey Wilbur

Founder & Partner, Charter Capital

Looking for value? See how Act! compares.

Act! delivers strong, bundled value with fewer add-ons needed—ideal for cost-conscious financial advisors or financial firms seeking integrated, easy-to-use marketing and CRM tools. See for yourself!

$30

user/mo

billed annually

Act! Advantage Standard

Full CRM plus built-in marketing automation (2,500 emails/mo)
Workflow automation, online scheduling, surveys, web chat, interactive quotes
15 GB storage
Live onboarding + dedicated account manager

$39

user/mo
billed annually

Redtail CRM Launch

No marketing automation
Limited workflows
No scheduling, surveys, or interactive quotes
Dedicated account manager not included

Your savings with Act! 23%

$59

user/mo
billed annually

Wealthbox Basic

No built-in email marketing
Limited storage (2 GB)
No surveys, web chat, or interactive quotes
No dedicated account manager

Your savings with Act! 49%

You’ve got enough on your plate. Let Act! do the heavy lifting.

Grow without chaos

Streamline client onboarding, ACATs, rollovers, and referrals in one simple financial CRM software.

Win trust at scale

Use compliant workflows, reminders, and household views to ensure no detail—or disclosure—is missed.

Stay competitive

With the Great Wealth Transfer underway, Act! helps you capture the next generation of clients before competitors do.

Do more with less

Automate tasks so your small team runs like a big one.

Why advisors choose Act!

Centralize client data, financial plans, and meeting notes in one place.

Track every borrower, lender, and deal stage to close faster.

Manage pipelines, automate follow-ups, and never miss a deadline.

Stay organized, stay compliant, and deliver consistent, high-touch service.

Send personalized email campaigns that keep you top of mind.

Automate RMD reminders, review invites, and market commentary updates.

years in business

customer satisfaction

users worldwide

Join 800,000+ happy Act! users today.

"I've depended on Act! since the beginning. It remains the hub for managing the many relationships under my watch."

“My corporate experience was with Salesforce which is a good product if you have an IT department to operate it. I set up Act! myself and was up and running in minutes. Act! has everything I need for a one-person consulting practice at a good value.”

“Love the program! Been using it forever...since it was created. It is the best Contact Manger tool in my opinion.”

"I have been using Act! for over 20 years and love the customizable front end and the flexibility."

"I like the configurability of Act!. We have used it for over 15 years and tailored it to reflect the data we need."

"I really love the Marketing Automation which allows me to quickly and easily send email campaigns to targeted audiences."

Powerful. Affordable. Easy to use.

Act! delivers unparalleled value and has a cost-effective plan to fit the needs of your unique business.

Act! Advantage
Standard

$30

USD/user/mo
(billed annually)

Full-featured CRM & Mobile App
Basic Email Marketing (includes 2,500 sends/mo)
Office 365 & Gmail Integration
Standard Interactive Quotes & Online Appointment Scheduling
Standard Forms, Surveys, Website Chat & Event Management
Reports & Interactive Dashboards
Standard Support w/ Dedicated Onboarding Specialist
15 Gb Cloud Storage w/ Nightly Backups & Automatic Updates

We're with you every step of the way.

At Act!, your success is our priority, and we’re here to help make it happen. Unlike other CRMs that leave you to figure things out on your own, we provide personalized assistance from day one. You'll have a dedicated Account Manager (a real human, not a chatbot!) and free onboarding with your subscription by a team of experts ready to get you up and running fast.