Ledgex Mobile gives user access to critical information from virtually anywhere. The mobile interface is optimized for client experience management and delivers native phone interface functionality.
Via the Ledgex Mobile tool, users can:
- Track and manage their activities
- Schedule activities via their native phone interface
- Add and update information for contacts
- Quickly make phone calls from a contact’s profile
- Easily add notes to keep current on communications and interactions with contacts
- Rapidly access any information residing within the Ledgex portfolio management and research management system
Want to see more? Watch our quick Ledgex Mobile Demo below.
Learn more about the other Ledgex modules:
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