價格：免費
更新日期：2019-04-06
檔案大小：26.5 MB
目前版本：3.21.0
版本需求：需要 iOS 9.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
Our mobile app for financial advisors is the easy way to manage clients, meetings and notes on the fly.
Instantly connect to your back-office toolkit:
• Access detailed client info
• Type or dictate notes after a meeting
• Upload pics of important documents
• Add & complete tasks as you work
Bionic advisors always have the right tool for the job, and sometimes that means taking your database on the road! With the Finaeo app, advisors spend less time taking notes and more time shaking hands.
支援平台：iPhone, iPad