For Financial Advisors
Applied WealthTrack Mobile
Enable your staff to drive sales and provide an outstanding customer experience on the go.
Manage and track client communication and activities on the go. Create powerful client segmentation and interactive marketing campaigns with email, SMS and mail merge. Proactively manage record keeping, reporting and robust audit trails that support regulatory compliance. Applied WealthTrack connects you to client information when out of the office to update prospect information and manage contacts, activities and sales pipeline anytime, anywhere.