History has been made. Never has it occurred in the world of financial advisory that it is possible for consultants and consumers to share a mutually beneficial relationship with just a click of an app.
For the consultants – no more shunned phone calls or cold calling, no more struggles in finding new leads and now you can just sit back and let the app do the visualisation of your client’s financial health on your behalf. Afterall, a picture paints a thousand words. Open cases after cases – with the support of SyncWealth’s proprietary features, specially designed with the convenience of financial advisors in mind.
As for the consumers, sit back, do nothing and let your trusted financial advisors sort it out for you. While most of the financial planning and management apps in the market are designed for you to figure things out yourself, SyncWealth was designed for all these troublesome intricacies to be done FOR you. Never lose sight of your progress towards your life goals, and never misplace a single policy or miss a payment due date ever again.
That sounds great, but where do we sign up? SyncWealth will be officially available on both Google Play Store and the Apple Store on the 13th of August.
In conjunction with the official release, we will also be hosting a “Fast & Furious Presents: Hobbs & Shaw” movie event – specially for our Synchestra consultant users and their friends. Be sure to look forward to our Synchestra’s founder and Chief Evangelist, Chris Chan‘s insightful sharing on the features and benefits of SyncWealth for both consultant and consumer users.
For more information, please contact Faidhi, our PIC (person-in-charge) for all corporate and agency management concerns at +60 10-986 5756.