Retriever for the Desktop 1.9.1
Redtail Technology – SharewareRedtail Technology offers a desktop application called Retriever, which is designed for financial advisors to manage their client information efficiently.
- The software allows advisors to easily search and retrieve client data from their database.
- Retriever also provides a calendar feature that allows advisors to schedule appointments and tasks, set reminders, and view upcoming events.
- The software can also generate reports on client accounts, including investment performance and asset allocation.
Retriever has a user-friendly interface that requires minimal training to operate. It is available for both Windows and Mac operating systems.
Retriever is a reliable and convenient solution for financial advisors looking to streamline their client management process.
Übersicht
Retriever for the Desktop ist eine Shareware-Software aus der Kategorie Diverses, die von Redtail Technology entwickelt wird.
Die neueste Version von Retriever for the Desktop ist 1.9.1, veröffentlicht am 18.02.2008. Die erste Version wurde unserer Datenbank am 29.10.2007 hinzugefügt.
Retriever for the Desktop läuft auf folgenden Betriebssystemen: Windows.
Die Nutzer haben noch keine Bewertung für Retriever for the Desktop gegeben.
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