Financial services technology company AdviserLogic has released a new app that allows advisers to manage client relationships while out of the office.
The AdviserLogic Mobile app was designed to allow advisers to conveniently and directly access their clients’ information from their mobile or tablet, said AdviserLogic head of development Daniel Gara.
“Once loaded, it operates like any other mobile app – there’s no worrying about passwords or loading,” Mr Gara said.
The app enables advisers to easily contact their clients; phone numbers are accessible through the client record. Client addresses are also linked to Google Maps.
“The app also has a diary function, meaning advisers can check these details while out of the office and can also make new appointments,” said Mr Gara.
“Our iPad/tablet app is good for when you are sitting in front of a client, but the phone app is the best choice for accessing contact details while out and about,” he added.