Meridian Advisor Dashboard

Financial Services - Okemos, MI, US

Meridian Advisor Dashboard Employees
Austin Carpenter

Vice President Of Marketing And Business Development

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Meridian Advisor Dashboard Details

You work hard to support your clients.Meridian supports you with a customizable strategy dashboard to ensure you deliver thebest advice/strategies at the right time to bolster client relationships.๐„๐ฅ๐ข๐ฆ๐ข๐ง๐š๐ญ๐ž ๐ฎ๐ง๐œ๐ž๐ซ๐ญ๐š๐ข๐ง๐ญ๐ฒ ๐š๐ง๐ ๐ฌ๐จ๐ฅ๐ข๐๐ข๐Ÿ๐ฒ ๐ซ๐ž๐ฅ๐š๐ญ๐ข๐จ๐ง๐ฌ๐ก๐ข๐ฉ๐ฌ:โ€ข Have all known client info at your fingertips at all timesโ€ข Have your favorite strategies in front of youโ€ข Show clients you care and take your relationships seriously๐Œ๐ž๐ซ๐ข๐๐ข๐š๐ง ๐ฌ๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ๐ฌ ๐ฒ๐จ๐ฎ ๐ญ๐จ:โ€ขMake better, informed decisions with all pertinent information at your fingertipsโ€ขConfidently give advice & propose strategies specific to your clients needs based on informationyou've previously gatheredโ€ขNever miss new opportunities to grow revenue, increase client loyalty & gain introductions to othersthat need your service๐Š๐„๐˜ ๐…๐„๐€๐“๐”๐‘๐„๐’:โ€ข100% customizable to you & your process โ€ขFully downloaded with proven strategies used by a 25 year veteran advisorโ€ขTake notes directly in the app and easily find them at the touch of a screen๐†๐„๐“ ๐ˆ๐“ ๐‡๐„๐‘๐„: copy and paste into your web browser: APP STORE: https://apps.apple.com/us/app/id1485780523GOOGLE PLAY: https://play.google.com/store/apps/details?id=thinc.meridian.app&hl=en_US

Meridian Advisor Dashboard logo, Meridian Advisor Dashboard contact details
Employees: 5 - 9
HQ: N/A
Location: Okemos, MI, US
Revenue: Not Available
Financial Services
Meridian Advisor Dashboard Technologies
Captcha

reCAPTCHA

Load Balancers

Apache

CMS

WordPress.org

Fonts

Google Font API

SSL Certificates

OpenSSL

Hosting

Amazon AWS

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