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Advisor Dashboard
Advisor Dashboard
Gain an instant snapshot into your book of business with out-of-the-box best practices and custom-built advisor dashboards.
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Collaborate Across Teams
Collaborate Across Teams
Virtually assemble the best minds from your advisory team to provide collaborative advice.
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Mobile Productivity
Mobile Productivity
Get easy access to the right information on your prospects and clients from any mobile device to manage your book of business.
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Manage Tasks
Manage Tasks
Manage and delegate tasks while on the go and from any mobile device.
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Access Timely Client Information
Access Timely Client Information
With notes integrated directly in the mobile app, you can quickly access key client information from across your team to win every client interaction.
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Meet Compliance Regulations
Meet Compliance Regulations
Remove the manual steps of typing handwritten notes on client interactions. Even better, swipe right to instantly create and delegate follow-up tasks directly from Notes.
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Mobile Dashboards
Mobile Dashboards
Smart insights travel in your pocket, with mobile dashboards that bring a snapshot into the most valuable account information for always-on client engagement.
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