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Mobile / Tablet Apps
For advisors who would like to offer premium services to their clients through native apps on iPhone, iPad and Android phones, tablets.
Manage the customers who have access to the application through
Money Advice +CRM
Deliver policydetails including fund values, and other product information to clients in an interactive manner.
Secure communication of client information
Allow customers update or create their own fact find information, which automatically updates
Money Advice +CRM
Protection quotes and all other features of mobile web site