Product Enhancements

Mobile Version

Practifi is basically not compatible on iPad/iPhone.

The Salesforce app looks NOTHING like the Practifi UI.  It confuses advisors.  They cannot understand why the App looks one way and the UI on the web looks completely different.

If an advisor logs into the Salesforce App on their iPad, they cannot use the majority of the functionality available on the web.  Prime example is OPPORTUNITIES (how we bring in new money!) and one of our favorite features :)

An updated mobile version would absolutely take this product to the next level!

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