價格：免費
更新日期：2019-04-30
檔案大小：35M
目前版本：1.2.10
版本需求：Android 4.1 以上版本
官方網站：http://www.libertypracticemanager.com
Email：support@ap-point.co.za
聯絡地址：隱私權政策
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.
