Screenshots

Description

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.

What’s New

Version 1.2.38

-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

Information

Seller
APPLICATION OF INTERNET NEW TECHNOLOGIES CC
Size
151.3 MB
Category
Business
Compatibility

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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