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.