Advisys Mobile

iOS Universel / Finance

Powerful Conversations Start Here. Today face-to-face conversations about planning and protecting a client’s family and assets can happen anywhere. Now with Advisys Mobile you can make an amazing first impression wherever the conversation might be. The companion app to the Advisys planning platform, Advisys Mobile for iPad allows you to answer client questions, handle objections, gather data and create meaningful, powerful conversations on the go. While connected to Wi-fi, users can create a client profile that will seamlessly sync with their Advisys Platform, making data gathering and initial appointments a breeze.

Features Include:

Over 100 Educational Reports and Calculators - Motivate clients to action and handle objections with easy to understand concept pieces and simple input calculators.

Dynamic Fact Finders – Easily create custom fact finders based on 11 unique client areas of need. Collected data automatically syncs with your Advisys Platform when connected to Wi-fi

Digital Yellow Pad – Don’t lose what you love. Take client notes or record soft questions ahead of your client meetings just like your favorite yellow pad. Notes are automatically merged with your client file when connected to Wi-fi

Connected or Not – Work with or without being connected to the internet. All the features found inside of Advisys Mobile can be used without a Wi-fi connection. The data is securely stored on your iPad and then automatically synced with your Advisys Platform the next time you are connected. Never worry about a reliable internet connection again.

Advisys mobile can greatly enhance your everyday client interactions and increase your ability to prospect in the field. Try it today to: “Be Your Best When It Matters Most; When Face to Face with Clients and Prospects ™ Trust Advisys

Quoi de neuf dans la dernière version ?

UI redesign, new features, bug fixes