Download Client Portfolio Manager APK latest version Free for Android
Version | 1.0 |
Update | 9 years ago |
Size | 3.0M |
Developer | Pinnacle One Consultancy |
Category | Apps, Finance |
Package Name | com.aperture.finance |
OS | 2.2 and up |
Client Portfolio Manager APPLICATION description
Features:
• Fast and clear-cut interface to help you focus on your business, not data-entry. Client Portfolio Manager is
designed to be easy to use, so that you can focus on your clients' insurance and investment.
• Easy to understand. The charts and summary report provide a snapshot of your client’s coverage and
investments. Straight to the point to help you focus on your client’s needs and close the sale.
• Constantly updated. New insurance and investment plans will be included as they are launched. If you don’t see them in the database, let us know and it would be updated for your easy access.
• Multi Access. Flexibility for insurance and financial advisors to access from the tablet or via online software (portfolio.pinnone.com)
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![Client Portfolio Manager screen 5](/img/1.gif)
![Client Portfolio Manager screen 6](/img/1.gif)
![Client Portfolio Manager screen 7](/img/1.gif)
![Client Portfolio Manager screen 8](/img/1.gif)