The app manages sales team catalogs and other documents used during sales. Sellers access updated documents on their tablets, distributed by an administrator.
Manage client portfolios and track financial goals
Manage client financial data with customizable templates and secure note-taking. Schedule and track meetings, set reminders, and generate reports. Share documents and collaborate with team members in real time.
Join a session to add, present, and save content from a mobile device. Connect to other Mezzanines for real-time collaboration. Annotate items on the device and share them during the session.
