QFS 4+
Qualified Financial Services
Rheal
Designed for iPad
-
- Free
Screenshots
Description
If you are an advisor at QFS and currently have a login, this app was made for you! The QFS App grants QFS advisors new freedoms by bringing functionality to their fingertips.
Requirement: To utilize the QFS App, users login with the same InSite credentials which is only available from QFS
The QFS App was designed to give advisors the necessary tools they need when they are away from the office. Sale leads and client management tools are available with the click of a button on their mobile device. This allows advisors to spend more time on the road meeting clients, building relationships, and generating sales and less time tied down to the office.
Within the QFS App you will find key features such as:
• See your Conference and President's Club Standings
• A CRM synced with real-time data from your InSite client database
• A Client Map to see all your clients within a selected radius to make client meetings easier and more efficient
• Multiple Fund tools to quickly educate the advisor on the best investments for their clients
Download today to get started.
What’s New
Version 1.5
Bugfixes.
Ratings and Reviews
App Privacy
The developer, Rheal, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Rheal Software Private Limited
- Size
- 47.4 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 10.0 or later.
- iPad
- Requires iPadOS 10.0 or later.
- iPod touch
- Requires iOS 10.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
- Age Rating
- 4+
- Copyright
- © QFS Canada
- Price
- Free