【實用商業app】Coin Rapid|最夯免費app-gigacircle

COIN Software is a comprehensive software solution that integrates and automates the processes within a Financial Planning business.COIN Rapid is fully integrated with COIN Software and provides the Financial Planner with real-time access to their client's key personal and portfolio information anywhere they go. COIN Rapid also gives the Financial Planner the ability to: - Update the personal details of an existing client - Add a new client - View client file notes and attachments - Add new file notes to a client record - Email client's directly from the App and save the email as a file note To access COIN Rapid you will need COIN version 4.2 and your COIN vendor code.