FAQs

1. To close more clients with less work. 2.To never let a hot lead go cold again. 3.To automate their sales process and grow faster.

Sales Funnel App, automated sales process for financial planners, CFPs and insurance agents

Yes. Fisco Pro Sales Funnel captures leads from whatsapp, facebook, x.com, personal websites and blogs, youtube channels and more

Reduce financial planners' workload, get rid of excel sheet and help financial advisors/CFPs focus on their SALES FUNNEL by automating tasks, streamlining client management and converting clients into qualified and paying clients.

Yes. Available in Android and iOS platforms.

Fisco provides a Fisco Customer App. You can share the Android and iOS app download referral link from your dashboard.

Yes. We provided high speed and secured chat system for Advisor and their clients to stay connected always.

1. Family Budget reality check 2. Education and Marriage funding 3. Retirement funding 4. World tour planning 5. Business Analysis and Comparison 6. Property analysis 7. Investment analysis and comparison 8. Break even analysis 9. EMI calculator

1. Lead Generation & Management 2. Smart Client Management 3. Financial Planning Tools 4. Task and Workflow Automation 5. Communication/Chat system 6. Reporting and Analytics

Referral Links, Calendar booking and appointment links, Article creation and share, and Custom blogs

Yes. All the forecastings will instantly appear in Fisco Customer App, download link available in Fisco Pro Advisor App