Liberty Practice Manager
Free App
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About Liberty Practice Manager
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.
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.
All Application Badges
Free
downl.
downl.
Android
2.3+
2.3+
Android app
App History & Updates
What's Changed
Capture of extra prospect information.
Capture of extra prospect information.
What are users saying about Liberty Practice Manager
S
by S####:
by S####:
great app for mobile device...needs cross functionality with desktop devices as well to boost productivity
S
by S####:
by S####:
Excellent activity tracker. Allow FA's to manage their goals and practice to grow & be more successful. This is a very good tool to use.
S
by S####:
by S####:
Great app to manage my pipeline business which has helped me achieve my goals
U
by U####:
by U####:
Great app, looking forward to new updates and features!
S
by S####:
by S####:
Great App to help manage your business better...
S
by S####:
by S####:
Amazing tool!
by E####:
Great app. Helps me manage my business easier on the move. I hear there are more features to come. Can't wait for the full version.