Liberty Practice Manager app for iPhone and iPad
4.0 (
7280 ratings )
Business
Productivity
Developer: AP-Point cc
Free
Current version: 1.2.71, last update: 1 year agoFirst release : 19 Jan 2017
App size: 144.75 Mb
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.