Smart Money Branded App
Tool to connect with clients
Included in Individual plan
Our customizable apps allow you to build your brand fast and easy connecting you and your clients.
Ozzie Shepard sample name
To see the features in LIVE mode
View Sample SetUp
Phone, Tablet & Desktop Responsive
Add to HomeScreen appears when Client opens from mobile devise requesting the Client to add Advisers ICON to the Mobile devises HomeScreen. Client then have quick shortcut to Advisers portal. Included in App is; Text Me, Call Me, Email Me quick connect.