I use this with my own clients. The ability to send a form to a client/prospect while I am meeting them for coffee is very powerful. I have highly engaged clients and their client profiles are more complete and up-to-date than ever before. No more garbage in garbage out when it comes to financial planning!
The best app ever!
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ConnectBot is a powerful open-source Secure Shell (SSH) client.
For Premier Disability clients to stay up to date with their disability claim