AdviserLogic launches new app
AdviserLogic has made it easier for financial advisers to connect with their clients when out of the office, launching a new mobile app.
The app was designed to allow advisers to directly access their clients' information from their mobile or tablet, said AdviserLogic head of development Daniel Gara.
"Once loaded, it operates like any other mobile app – there's no worrying about passwords or loading," Mr Gara said.
The app enables advisers to easily contact their clients; phone numbers are easily accessible through the client record. Client addresses are also linked to Google Maps.
"The app also has a diary function, meaning advisers can check these details while out of the office and can also make new appointments," said Mr Gara.
"Our iPad/tablet app is good for when you are sitting in front of a client, but the phone app is the best choice for accessing contact details while out and about," he added.
ASIC to review transition to grandfathering ban
The corporate regulator has announced it will review the progress of industry pa...
Perpetual profit down 17%
Perpetual saw its full-year net profit after tax (NPAT) drop by 17 per cent year...
Disclosing product conflicts ‘not enough’: Consultant
Advisers need to take appropriate steps to prioritise their clients’ interests...