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To be used by 2plan Financial Advisers to facilitate recording notes about phone calls and other interactions with clients

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by Figure Out Ltd.

What is it about?

To be used by 2plan Financial Advisers to facilitate recording notes about phone calls and other interactions with clients.

App Details

Version
2.2
Rating
(7)
Size
34Mb
Genre
Finance Business
Last updated
December 5, 2019
Release date
December 15, 2017
More info

App Screenshots

App Store Description

To be used by 2plan Financial Advisers to facilitate recording notes about phone calls and other interactions with clients.

This software can only be used with logins provided by 2plan wealth management Ltd.

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