Financial advisors can respond to inquiries and manage appointment scheduling directly from their phones. They can accept or reject appointment requests without needing direct communication.
Track clients, manage sessions, and streamline workflows
Track sessions with history and notes. Schedule future sessions, single or recurring. Automatically send reminders and update availability. Manage information and details. Export logs and generate reports.
Record activity data including location, steps, and mobility types. Track heart rate, sleep, and workouts via HealthKit. Log environmental data like temperature and light. Share collected data with researchers or specified contacts.
