Designed for financial advisors who want a clean yet detailed interface that can be easily understood by clients during review meetings and presentations. Client Portfolio Manager will enable you to record your clients’ insurance policies and investment plans information in a single platform, ability to display summary charts of insurance coverage and financial timeline.
Features:
• Fast and clear-cut interface to help you focus on your business, not data-entry. Client Portfolio Manager is designed to be easy to use, so that you can focus on your clients.
• Easy to understand. The charts and summary report provide a snapshot of your client’s coverage and investments. Straight to the point to help you focus on your client’s needs and close the sale.
• Constantly updated. New insurance and investment plans will be included as they are launched. If you don’t see them in the database, let us know and it would be updated for your easy access.
• Multi Access. Flexibility for users to access from the tablet or via online software (portfolio.pinnone.com)