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Retriever for the Desktop 1.9.1

Redtail Technology – Shareware

Redtail 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.

Panoramica

Retriever for the Desktop è un software Shareware nella categoria Miscellaneous sviluppato da Redtail Technology.

L'ultima versione di Retriever for the Desktop is 1.9.1, pubblicato su 18/02/2008. Inizialmente è stato aggiunto al nostro database su 29/10/2007.

Retriever for the Desktop viene eseguito sui seguenti sistemi operativi: Windows.

Retriever for the Desktop non è stato valutato dai nostri utenti ancora.

Download non ancora disponibile. Si prega di aggiungerne uno.

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