FAQs

Its a Advisor Sales Funnel mobile app used for Qualified Lead generation, Customer management, Sales Conversion, Customer retention, Financial planning, Investment analysis, Business Analysis, and Property saleable value calculation etc

3 proven steps can generate more leads per month. 1. Customer Joining link 2. Online appointment booking link 3. Content writing with Fisco Pro inbuilt Article create system and share article link.

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. But currently available in Android Mobile Platform only.

Fisco provides a Fisco Customer App too. You can share the 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