Table Of Contents
Latest update [menu]
Version 1.0 updated.
Description [menu]
Designed for financial / insurance advisors who want a clean yet detailed interface that can be easily understood by clients during review meetings and presentations. Client Portfolio Manager will enable you to record your clients’ insurance policies and investment plans information in a single platform, ability to display summary charts of insurance coverage and financial planning timeline.
Features:
• Fast and clear-cut interface to help you focus on your business, not data-entry. Client Portfolio Manager is
designed to be easy to use, so that you can focus on your clients' insurance and investment.
• Easy to understand. The charts and summary report provide a snapshot of your client’s coverage and
investments. Straight to the point to help you focus on your client’s needs and close the sale.
• Constantly updated. New insurance and investment plans will be included as they are launched. If you don’t see them in the database, let us know and it would be updated for your easy access.
• Multi Access. Flexibility for insurance and financial advisors to access from the tablet or via online software (portfolio.pinnone.com)
How to install Client Portfolio Manager APK for Android [menu]
Download Client Portfolio Manager APK file from SameAPK.com, then follow these steps:
Update Phone Settings
- Go to your phone Settings page
- Tap Security or Applications (varies with device)
- Check the Unknown Sources box
- Confirm with OK
Go to Downloads
- Open Downloads on your device by going to My Files or Files
- Tap Install when prompted, the APK file you downloaded will be installed on your device.
How to install Client Portfolio Manager APK on Windows 7/8/10 or MAC PC? [menu]
Download Client Portfolio Manager APK file from SameAPK.com to your PC (ex: /Users/xxx/Downloads/), then follow these steps:
Using Emulator:
- Download And Install one Emulator Softwares (Ex: Bluestacks, GenyMotion, NoxPlayer)
