Parrot AI by Advisor360°

提供 Advisor360°, LLC AppTrack Ninja。

The mobile-friendly advisor assistant. Get up to one full day back every week with the most powerful mobile app for financial advisors. Parrot AI® handles the work behind every meeting so you can stay focused on your clients. Capture conversations, access client context, and move straight to follow-up without ever needing to go back to your desk. As the only AI assistant built natively into Advisor360°, Parrot keeps your client records, meeting details, and follow-ups automatically connected to A360°. Your Client Information in Your Pocket -View full household profiles, including members, rel…

カテゴリ: Finance, Productivity

の App Store 順位、スクリーンショット、推定、類似アプリ。 Parrot AI by Advisor360°.