Enhancing the daily activities of a financial adviser
We Make Your Life Easier
• Prospecting Tool
• Phone Assist
• Appointment scheduling
• 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.
-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
With Family Sharing set up, up to six family members can use this app.