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Version
3.0.5
Size
12.94 Mb
Updated
9 years ago
Released
04 Sep 2012
Screenshots
Description
Discovery has developed a solution to make it easier for financial advisers to do their business. With a few swipes and taps, the SmartAdvisor app allows financial advisers to effortlessly access their Discovery client portfolio in minutes.
****You need iOS7 or later to use SmartAdvisor.****
Using intelligent integrated database mining and a re-engineered servicing process, advisers can use SmartAdvisor to:
View all their clients and their key information
- Identify cross-sell opportunities are available for each client
- View opportunities for product integration to maximise value for clients
- Conduct a medical needs analysis
- Compare Discovery Health plan options
-- Quoting a prospective applicant looking to join Discovery Health Medical Scheme
-- Submit new business applications
-- Track your new business applications
Estimates
Availability
Devices
iPad2Wifi
iPad23G
iPadThirdGen
iPadThirdGen4G
iPadFourthGen
iPadFourthGen4G
iPadMini
iPadMini4G
iPadAir
iPadAirCellular
iPadMiniRetina
iPadMiniRetinaCellular
iPadAir2
iPadAir2Cellular
iPadMini3
iPadMini3Cellular
iPadMini4
iPadMini4Cellular
iPadPro
iPadProCellular
iPadPro97
iPadPro97Cellular
Pricing by country
| Country | Price |
|---|---|
| USA | free |
