Liberty Practice Manager 4+
AP-Point cc
专为 iPad 设计
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- 免费
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简介
Enhancing the daily activities of a financial adviser
We Make Your Life Easier
Increase prospects
• Prospecting Tool
• Phone Assist
• Appointment scheduling
Increase Sales
• Goal driven pipeline, provides real time view of where you are as an adviser, and what needs to be done in your business to increase sales. With clear measurements and a view on progress at any point in time, by week, month and year.
Record all Interactions with clients
• Reminders and prompts on who to contact next. Appointments scheduled and held and FNA’s are all recorded against the prospect.
新内容
版本 1.2.71
We continuously improve the app and squash bugs so Practice Manager is even better for you.
This release is entirely focused on integrating calendars. Moving away from the outlook sync, LPM can now sync directly to the calendars on your mobile device.
Simply go to setting in the menu and select the calendar that you would like to link. Now all events in LPM will appear in your own calendar and events in calendar will appear in LPM.
App 隐私
开发者AP-Point cc尚未向 Apple 提供其隐私惯例和数据处理相关的详细信息。有关更多信息,请参阅开发者隐私政策。
未提供详细信息
开发者下一次提交 App 更新时将需要提供隐私详细信息。
信息
- 提供者
- APPLICATION OF INTERNET NEW TECHNOLOGIES CC
- 大小
- 151.8 MB
- 类別
- 商务
- 兼容性
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- iPhone
- 设备需装有 iOS 9.0 或更高版本。
- iPad
- 设备需装有 iPadOS 9.0 或更高版本。
- iPod touch
- 设备需装有 iOS 9.0 或更高版本。
- Mac
- 需要 macOS 11.0 或更高版本以及装有 Apple M1 或更高版本芯片的 Mac。
- Apple Vision
- 设备需装有 visionOS 1.0 或更高版本。
- 语言
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英语
- 年龄分级
- 4+
- Copyright
- © AP-Point
- 价格
- 免费