AdviserLogic Mobile is a convenient app that allows users of the AdviserLogic CRM easy-to-navigate mobile access to their client data and workflow details. Call or email clients from the app or Google Maps directions to their home or office.
Application feature as mentioned below.
1] Dashboard: Where User can view recently access Client, Tasks Assigned to User and RSS feeds
2] Client Home: Where User can view the Basic Information of the Client and Partner
3] Basic Info: User can view/edit basic information details for both Client and Partner.
4] Contact Information: User can view/edit Contact information details for both Client and Partner.
5] Assets: User can view assets of selected Clients and the all the information related to selected records
6] Liabilities: User can view Liabilities of selected Clients and the all the information related to selected records
7] Insurance policies: User can view Selected Client Insurance policies and the all information related to selected records.
8] File Notes: User can view and modified of the file notes for that selected Client
9] Tasks: User can view and modified of the Tasks for that selected Client
10] Dairy View: User can view appointments notes with start date, end date description and title.
11] Retirement calculator: User can calculate the Retirement calculation in application.
12] Transition to Retirement calculator : User can calculate the Transition to Retirement.