Aiva introduces the mobile application of its management platform.
With ProAdmin Mobile you can be connected no matter where you are and regardless of the time in a fast and easy way.
CLIENTS
You can check your clients’ portfolios, pending notes, review their account statements, even call them or send them text messages, all of it from your mobile phone.
FINANCIAL ADVISERS
It allows to follow up your KPI at any time, communicate with all your advisers and review their performance.
FILES
With ProAdmin Mobile you may search and mark as favourite any file you need, with the possibility of sharing it via e-mail. We have all the forms, brochures, manuals, factsheets, inserts available today on the platform to make it easier for you to share them from your telephone.
NEWS
You can read our news frequently sent, such as market reports, news on products, reminders of weekly lectures, and share them with other platform users.
ALERTS
You may visualize your alerts at any place and time, from your mobile device.