About
Facilitate client conversations about financial planning and asset protection on the go. Answer questions, gather data, and create impactful discussions with this planning platform companion app. Work online or offline, with data syncing seamlessly when connected.
What's New in Advisys Mobile
1.1.0
July 13, 2020
UI redesign, new features, bug fixes
FAQ
What is Advisys Mobile?
Advisys Mobile is a companion app for the Advisys planning platform, designed to help financial professionals conduct client conversations about planning and protecting assets. It allows for data gathering, answering client questions, and creating meaningful discussions anywhere.
Can Advisys Mobile be used without an internet connection?
Yes, Advisys Mobile can be used offline. All features are available without a Wi-Fi connection, and data is securely stored on your device, syncing automatically when you reconnect.
What kind of financial tools are available in Advisys Mobile?
The app includes over 100 educational reports and calculators to help motivate clients and handle objections. It also features dynamic fact finders that can be customized based on 11 unique client areas of need.
How does Advisys Mobile handle client notes?
Advisys Mobile includes a Digital Yellow Pad feature, allowing users to take client notes or record soft questions just like on a physical notepad. These notes are automatically merged with the client file when connected to Wi-Fi.
What devices support Advisys Mobile?
Advisys Mobile is supported on iPhone, iPad, and iPod devices. It is designed to enhance client interactions on the go across these Apple platforms.
How often is Advisys Mobile updated?
The latest version of Advisys Mobile is 1.1.0, which was last updated on July 13, 2020. Users can expect updates to improve functionality and add new features over time.
What is the user rating for Advisys Mobile?
Advisys Mobile has a high user rating of 4.8 stars, based on 4 ratings. This indicates a very positive reception from its user base.
Does Advisys Mobile have ads?
No, Advisys Mobile does not contain advertisements. The app is free to download and use without any ad interruptions.
