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About
Enhancing the daily activities of a financial adviser
We Make Your Life Easier
Increase prospects
• Prospecting Tool
• Phone Assist
• Appointment scheduling
Increase Sales
• Goal driven pipeline, provides real time view of where you are as an adviser, and what needs to be done in your business to increase sales. With clear measurements and a view on progress at any point in time, by week, month and year.
Record all Interactions with clients
• Reminders and prompts on who to contact next. Appointments scheduled and held and FNA’s are all recorded against the prospect.
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What's New in Liberty Practice Manager
1.2.71
October 6, 2020
We continuously improve the app and squash bugs so Practice Manager is even better for you. This release is entirely focused on integrating calendars. Moving away from the outlook sync, LPM can now sync directly to the calendars on your mobile device. Simply go to setting in the menu and select the calendar that you would like to link. Now all events in LPM will appear in your own calendar and events in calendar will appear in LPM.
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