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.

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.

We continuously improve the app and squash bugs so Liberty Practice Manager is even better for you. - Record all forms of communication including message and emails - Broker consultant specific features to manage broker interactions

-Users can now add Contacts to their address book -Management dashboards added to mobile app, include: Ranking, Adviser and Pipeline dashboards -Performance enhancements and improvements to the overall experience

-Advisers can now use Business Analytics -Bug fixes and Improvements

-Business Analytics added -User may now register with an Adviser code or email address

Bug fixes and Improvements!

Bug fixes and Improvements!

-Improved workflow with direct links to actions from any list -New Pipeline page with summary, detail and separate ratios view -New leads management capability

-Improved workflow with direct links to actions from any list -New Pipeline page with summary, detail and separate ratios view -New leads management capability

Ongoing reminders can now be set

Never forget to phone a client, set up a meeting or do an FNA. Set custom reminders against all activities for the day of an adviser. Reminders can be set for: - Prospects - Phone Calls - Meetings - FNA's - Other to handle any other type of reminder The reminders can be viewed immediately in app or out of the app and set an action to reminder later or dismiss if done. New to this update: -Many UI enhancements -Refinements to workflow and usability -Improved Synching, on the back of reminders.

Never forget to phone a client, set up a meeting or do an FNA. Set custom reminders against all activities for the day of an adviser. Reminders can be set for: - Prospects - Phone Calls - Meetings - FNA's - Other to handle any other type of reminder The reminders can be viewed immediately in app or out of the app and set an action to reminder later or dismiss if done. New to this update: -Many UI enhancements -Refinements to workflow and usability -Improved Synching, on the back of reminders.

-Adviser Leaderboard by week and for challenge with measurements on activity -Financial Needs Indicator Calculator -Contacts can be imported from phone list, no need to re-capture prospects which are already the phone -Full calendar functionality introduced with Outlook sync, synchronise app appointments to outlook calendar -Create a closing appointment from an existing fact find, or review without having to recapture a new appointment -Record a sale from an appointment, with one tap -Faster capture, with key refinements in workflow -Navigation and Bug fixes

-New Home Screen added with trackers for prospects, phone calls, appointments and cases. -New Cases can be captured and used to calculate values in the tracking screen. -Can now delete Prospects, Phone Calls, Appointments and Captured Cases. -Improved Sync handling with dynamic checks and critical warnings to update and sync the app. -FNA can be captured on Fact Find and Closing Appointments. -Cases now show up in the prospect timeline. -Checks for duplicate prospects with same first name, surname and email. -Can now edit and add notes to an existing prospect -Menu has been extended to include all pages in the app as wells as utilities menu.

-User Created Cases -Increased Font Sizes -UI fixes -Fixed bug where after creating a prospect, making an appointment from a phone call does not save the phone call