Triview | DR APP app for iPhone and iPad

The Triview DR app is a powerful sales & customer management app built
for TriView Capital’s Dealing reps .
Supercharge your sales Pipeline with KYC and Trade process automation.
Stay Connected to your clients.
Offer a better customer experience.

Features:
- View all your clients and their activity in the palm of your hand.
- Create new client accounts in seconds
- Create Trades any where any time.
- Monitor KYC and trade processes in real time
- View Realtime deal numbers: Closed+Committed
- View all approved marketing materials in digital deal room.
- Send reminders to clients.
- CRM Lite: Calendar, notes, logs Calls Emails and meetings