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.
Przegląd
Retriever for the Desktop to Shareware oprogramowanie w kategorii Miscellaneous opracowane przez Redtail Technology.
Najnowsza wersja Retriever for the Desktop jest 1.9.1, wydany na 18.02.2008. Początkowo był to dodane do naszej bazy na 29.10.2007.
Retriever for the Desktop jest uruchamiany w następujących systemach operacyjnych: Windows.
Retriever for the Desktop nie ma zostały ocenione przez naszych użytkowników jeszcze.
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