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.
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.
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