Parrot AI by Advisor360°

Yayıncı Advisor360°, LLC AppTrack Ninja’da.

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…

Kategoriler: Finance, Productivity

için App Store sıralamaları, ekran görüntüleri, tahminler ve benzer uygulamalar. Parrot AI by Advisor360°.