Products

An app for the smart phone that is to be shared in social situations, allowing a client to give a prospective client all of the Financial Advisor’s contact info in a value added package that can be tracked by the Financial Advisor.

The app is designed to be shared among end users (clients) by simply typing in their friend’s cell number (or email address, or drawing from existing contact base), and the app is sent to the new individual to open on their device while a message with that individual’s name and contact info is sent to the advisor, as well as the name of the individual who shared the advisor’s contact info.