| 開發人員: | Advisor Terminal (1) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
| 評測: | 0 寫評論 | ||
| 清單: | 0 + 0 | ||
| 點數: | 0 + 0 ¡ | ||
| App Store | |||
描述
Key Features of Actions:
• Create & Track Actions – Organize workflows with titles, descriptions, status tracking, and priority levels.
• Link to Clients & Households – Keep actions connected to specific clients for seamless tracking and compliance.
• Activity Log & Team Comments – Enhance team collaboration with real-time updates and comments.
• Today's Focus Management – Prioritize actions to stay on top of urgent priorities.
• Multi-Employee Team Access – Assign actions, collaborate, and track effortlessly.
Advisor Terminal Features:
• Meeting Notes – AI-enhanced voice dictation, compliance checklists, and trade order integration.
• Centralized Dashboard – Gain real-time visibility into outstanding actions, team progress, and priorities.
• Actions Tracking – Monitor and adjust your workflows as they move through different stages.
• Securities Database – Maintain compliant records, auto-update MERs, and track stocks, funds, and bonds.
• Wealth Path – Fast account value forecasting, tax planning, and market volatility simulations.
• Client Hub – A streamlined CRM for advisors, including mass-import, household structuring, and financial highlights.
• Portfolio Shift – Smart portfolio rebalancing with CSV imports, target allocations, and trade order generation.
• Blueprints – Standardize and store key client details, including household structure, income, assets, liabilities, insurance, cashflow, and financial goals, for a more streamlined and informed advisory process.
Note: This app requires an existing Advisor Terminal profile and account to use. Sign in to access your advisor workflow and action management system.
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- Advisor Terminal
- 平台: iOS 應用程式 (1)
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其他資訊
Advisor Terminal 縮短網址: 已複製!- 🌟 分享
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