Liscio PRO is a free app provided by finance and accounting advisors to their clients. The Liscio PRO app packs the same features as the standard Liscio app but adds secure messaging.
The app streamlines the communication and execution of common tasks between advisor and client by providing:
• Secure messaging
• Secure document exchange
• Client service team contact information
• Mobile notifications
• Information requests
In order to access the features and benefits of the app, you will need a secure login. Please ask for your financial advisor for an invitation to Advisor by Liscio.
*File Delete feature in Task.
*Message Recipients Bug Fixed.
Ratings and Reviews
The updates are non stop. Please add a fix to save stored password
No longer able to open
Been having problems with the app for the last several months, but now after the last update, it doesn’t work at all; no longer opens... just spins saying something about setting up my workstation.
Every time this app updates which is often, it kills your stored password. It’s a great app but causes delayed use.
With Family Sharing set up, up to six family members can use this app.