A new App for JDM financial advisors which replaces SalesForces Partner Portal. Use this app for management of JDM clients, your appointments, Google calendar, real-time financial KPIs and appointment reminders.
A new App for JDM financial advisors which replaces SalesForces Partner Portal. Use this app for management of JDM clients, your appointments, Google calendar, real-time financial KPIs and appointment reminders.