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.
Overzicht
Retriever for the Desktop is Commercieel software in de categorie Zakelijk ontwikkeld door Redtail Technology.
De nieuwste versie van Retriever for the Desktop is 1.9.1, uitgegeven op 18-02-2008. Het werd aanvankelijk toegevoegd aan onze database op 29-10-2007.
Retriever for the Desktop draait op de volgende operating systems: Windows.
Retriever for the Desktop niet is nog niet beoordeeld door onze gebruikers.
Recente beoordelingen
|
MyKeyFinder
Moeiteloos verloren softwarelicentiesleutels terughalen met MyKeyFinder |
|
WD Security
Bescherm uw harde schijf met WD Security-software. |
|
MusicBrainz Picard
Organiseer en tag eenvoudig uw muziekbibliotheek met MusicBrainz Picard. |
|
Wallpaper Engine
Transformeer uw bureaublad met dynamische achtergronden! |
|
Converter4Video
Converteer moeiteloos video's met Converter4Video van Abelssoft. |
|
Canon MF Scan Utility
Efficiënte scanoplossing voor Canon-printers |
|
UpdateStar Premium Edition
Uw software up-to-date houden is nog nooit zo eenvoudig geweest met UpdateStar Premium Edition! |
|
|
Microsoft Visual C++ 2015 Redistributable Package
Verbeter de prestaties van uw systeem met Microsoft Visual C++ 2015 Redistributable Package! |
|
|
Microsoft Edge
Een nieuwe standaard in surfen op het web |
|
|
Google Chrome
Snelle en veelzijdige webbrowser |
|
|
Microsoft Visual C++ 2010 Redistributable
Essentieel onderdeel voor het uitvoeren van Visual C++-toepassingen |
|
|
Microsoft Update Health Tools
Microsoft Update Health Tools: zorg ervoor dat uw systeem altijd up-to-date is! |
Bladeren
Nieuwste updates
GSA Image Spider 3.88
GSA Image Spider by GSA is a powerful tool designed for users who need to quickly and efficiently find images for their projects.WebCam Spy 1.2.2.3043
WebCam Spy by InternetSafetySoftware.com is a sophisticated software application designed to help you monitor your computer's webcam activity.
Text Guard 1.1.3498
Text Guard is a powerful software application developed by SoftCab.com that offers users a reliable solution to protect their sensitive information from unauthorized access.Tiny DHCP Server 1.3.5602
Tiny DHCP Server by SoftCab is a lightweight DHCP (Dynamic Host Configuration Protocol) server software designed to provide automatic IP address allocation to devices on a network.GSA Email Spider 7.51
GSA Email Spider: A Comprehensive Review GSA Email Spider is a powerful software application designed to help businesses and marketers in extracting email addresses from various sources on the Internet.
