Investment Advisor Contact Form

Form Template

The Investment Advisor Contact Form mobile app makes it easy to manage new investment advisor contacts using a smartphone or tablet.

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Language: English
Country: United States of America

Designed for financial planners, investment advisors and others who work in investment management, the app lets you sign up new clients and manage their contact details from anywhere in the field.

Perfect for busy financial professionals, the app tracks all the important details about investment advisor contacts, including investment history, investment advisory services or investment products requested and more. The app can also be used to get feedback on advisers and investment services provided.

Features
  • Submission Editing
  • Reference Data
  • Dispatch
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Platforms
  • iPhone
  • iPad
  • Android
  • Windows
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Integrations
  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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*The Capterra SoftwareAdvice ​and GetApp logos are a service mark of Gartner, Inc. and/or its affiliates and is used herein with permission.*

Don't take our word for it...

“I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.”

Dave Kramer, PennLine Service

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