Enhancing the daily activities of a financial adviser
We Make Your Life Easier
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 FNAs are all recorded against the prospect.