Manages client relationships by storing personal details and generating personalized messages for follow-ups, check-ins, and special occasions. Sends messages via SMS, email, or physical cards. Schedules messages automatically.
Access all accounts from a mobile device. View balances, holdings, and portfolio performance. Retrieve quarterly statements and other account details. Manage investments and track financial progress.
Manage business prospects with a centralized platform. Track interactions, share resources like audio, video, and PDFs. Connect via media, email, or text. Set up client libraries and manage communication directly from the .
Connect, track, and grow your business relationships
Manage business prospects with a centralized platform. Track interactions, share resources like audio, video, and PDFs, and distribute them via social media, email, or text. Set up follow-ups and monitor engagement metrics.
Collaborate in real time, nurture leads authentically
Manage client relationships with real-time collaboration tools. Automate nurturing tasks to maintain personalized interactions. Track agent-client communication and activity logs. Share documents and updates securely.
Provides access to business travel resources including office locations in 56 countries. Users can search for JPA International offices, view contact details, and find services related to audit, accountancy, and consulting.