Financial Planner Contact Form (Australia) Mobile App
This mobile app was designed specifically for the needs of Financial Planners.
Features
Submission Editing
Reference Data
Dispatch
How does it work?
Collect personal details along with the client's investment and financial history. Amend easily to reflect the unique needs of your Financial Planning Practice.
Industry: Finance & Insurance Financial Planning Services General Finance & Insurance
- Created by: Team GoCanvas
- Type: Records
- Language: English
- Country: Australia
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iPhone, iPad -
Android -
Windows
Your account comes with access to thousands of mobile forms.
Your account comes with access to thousands of mobile forms.
Why Customers Love GoCanvas
All accounts come with hundreds of related apps
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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