Liberty Practice Manager 4+
AP-Point cc
Designet til iPad
-
- Gratis
Skærmbilleder
Beskrivelse
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.
Nyheder
Version 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-anonymitet
Udvikleren, AP-Point cc, har ikke givet Apple oplysninger om sine fremgangsmåder vedrørende anonymitet og håndtering af data. Du kan få flere oplysninger her: udviklerens anonymitetspolitik.
Ingen oplysninger angivet
Udvikleren skal give oplysninger om anonymitet, når den næste opdatering af appen indsendes.
Oplysninger
- Leverandør
- APPLICATION OF INTERNET NEW TECHNOLOGIES CC
- Størrelse
- 151,8 MB
- Kategori
- Erhverv
- Kompatibilitet
-
- iPhone
- Kræver iOS 9.0 eller en nyere version.
- iPad
- Kræver iPadOS 9.0 eller en nyere version.
- iPod touch
- Kræver iOS 9.0 eller en nyere version.
- Mac
- Kræver macOS 11.0 eller en nyere version og en Mac med Apple M1-chip eller en nyere version.
- Apple Vision
- Kræver visionOS 1.0 eller en nyere version.
- Sprog
-
Engelsk
- Alder
- 4+
- Copyright
- © AP-Point
- Pris
- Gratis