Liberty Practice Manager vs FLOW Mobility

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.

FLOW Mobility takes you to the next level of visibility, allowing every step of the journey to be tracked, actioned, and reported on. Done through a mobile application customized designed for your unique business requirements. Go paperless with valuable data gathered in the field we can help completely automate your billing process and client communication. FLOW Mobility provides a fully integrated or standalone mobile solution, allowing users to capture various custom forms. Creating your own form and layout is seamless.