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FA - iBoss 1.3

License: Free ‎File size: 45.51 MB
‎Users Rating: 0.0/5 - ‎0 ‎votes
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The iBOSS App improves Financial Alliance's Financial Consultants' advice and service quality by offering: 1. Integrated platform capabilities that enable the retrieval of data and information gathered from different sources; 2. Business productivity enhancement through easy navigation and access; 3. Operational empowerment that allows our Financial Consultants to track and manage their business activities and performance; 4. Secure and quick access to our valuable clients' personal details, policy details, investment transactions, portfolio holdings and other data to facilitate our Financial Consultants when servicing clients; and 5. Systemic support to alleviate our Financial Consultants administrative workload.

VERSION HISTORY

  • Version 1.3 posted on 2016-07-05

Program Details

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