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Our mobile app for financial advisors is the easy way to manage clients, meetings and notes on the fly

Finaeo

by Finaeo
iPhone iPad
FREE in the App Store

What is it about?

Our mobile app for financial advisors is the easy way to manage clients, meetings and notes on the fly.

App Details

Version
3.21.0
Rating
NA
Size
25Mb
Genre
Utilities Finance
Last updated
April 6, 2019
Release date
January 25, 2017
More info

App Store Description

Our mobile app for financial advisors is the easy way to manage clients, meetings and notes on the fly.

Instantly connect to your back-office toolkit:
• Access detailed client info
• Type or dictate notes after a meeting
• Upload pics of important documents
• Add & complete tasks as you work

Bionic advisors always have the right tool for the job, and sometimes that means taking your database on the road! With the Finaeo app, advisors spend less time taking notes and more time shaking hands.

Get it for FREE in the App Store
Disclaimer:
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