For advisors who would like to offer premium services to their clients, advanced functions that can help build interactive user engagement delivered through native apps on iPhone, iPad and Android phones, tablets.
- Manage the customers who have access to the application
- Deliver policy, portfolio information to clients in an interactive manner.
- Secure communication channel between advisors and customers to share messages, documents etc.
- Push-notifications to deliver important investment news, tips and updates on a regular basis to all / selected customers.
- Set-up reminders for policy premium payments and other important dates that are integrated into the customer calendar
- Best price quotes and all other features of mobile web site