Liberty Practice Manager
Enhancing the daily activities of a financial adviser
Enhancing the daily activities of a financial adviserWe make your life easierIncrease prospects• Prospecting Tool• Phone Assist• Appointment SchedulingIncrease 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 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.
Enhancing the daily activities of a financial adviserWe make your life easierIncrease prospects• Prospecting Tool• Phone Assist• Appointment SchedulingIncrease 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 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.
Read trusted reviews from application customers
Near impossible to log in. Im already a registerd FA however the Login bitton is not functional only the Register button.
This app does not accept my consultant code... Very disappointing!
It time consuming and always needs updates also a duplicate of my diary
Great app. Makes booking appointments and tracking your work very easy.
Love it.
Excellent activity tracker. Allow FA's to manage their goals and practice to grow & be more successful. The new pipeline summary and ratios are just unbelieveable. The addition of the leads addition make is a huge improvement. This is a game changer for FA's.
I deleted the app and downloaded it again but right now I can't log in it keeps on saying there's a device linked to my username
Thank you for this awesome app. Since using it my practice has greatly improved. Couldn't do my job without it.
At this moment in time I don't like it much. Can't sync and can't update either. But besides today it truly does help keep track of my appointments with ease.
Just a black screen on my side... can't use the app at all.