Showing 121–140 of 1,000 ranked alternatives.
GoDiamond LLC
Track prospects and manage contacts
Track prospects and contacts with customizable fields and notes. Add photos and set follow-up reminders. Export contacts to Excel for sharing with downlines. Sync data across devices and manage client interactions.
Brown Brothers Harriman &Co.
Track investments and connect with your team
Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
Resco s.r.o.
Access CRM data on the go.
The app provides mobile access to CRM data, supporting online and offline functionality. It enables users to view, create, delete, and modify data without an internet connection, integrating features like photo capturing and route planning.
fmg Suite, LLC.
Send market insights and commentary
Share content with clients and prospects via email or social media. Schedule and send market insights or commentary. Access and publish content from anywhere. Manage social media posts and client communications.
FTNL
Client info and manage quotes
Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.
Applied Systems Inc.
Instant client data for producers.
The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.
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