eAP 365 17+
eAdvisorPro
Designed for iPad
-
- Free
Screenshots
Description
eAdvisorPro: Empowering advisors with seamless client management, two-way communication, social media integration, and more in one comprehensive platform.
What’s New
Version 3.77.5
>Change contact while scheduling an appointment - You can now update the contact while you are scheduling a new appointment.
>Custom value support for custom meeting location: Custom values are now supported inside the Custom meeting location field.
>Calendar notes improvements: Calendar notes will no longer be truncated. You can tap on “View more” to view the entire text added inside calendar notes.
>New Invoice Dashboard - A new dashboard that displays the most important information you want to view - Earnings that have been collected vs Earnings yet to be collected.
>Invoice listing - A clean interface to see all of your invoices in every state (draft, due, paid, etc.), irrespective of whether the invoice was created on web or mobile.
>Conversation AI selection enhanced - A more elaborate view to check the complete result generated by the conversation AI before choosing it.
>Send review request: Now send review request to a contact directly from the conversation window of that contact.
>View external calls logs - All external calls made to a contact will now be visible inside the conversation window of that contact.
App Privacy
The developer, eAdvisorPro, 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 based on, for example, the features you use or your age. Learn More
Information
- Provider
- eAdvisorPro BGA LLC
- Size
- 202 MB
- Category
- Productivity
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 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
-
English
- Age Rating
- 17+
- Copyright
- © 2024 @ eAP365
- Price
- Free
Supports
-
Wallet
Get all of your passes, tickets, cards, and more in one place.