價格：免費
更新日期：2019-04-29
檔案大小：127.1 MB
目前版本：1.2.10
版本需求：需要 iOS 7.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
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.
支援平台：iPhone, iPad