FApro seeks to improve the quality of life of financial advisors (FAs). It allows FAs to keep track of large numbers of contacts. It allows FAs to have a one-stop platform to manage their contacts and conduct financial analytics while providing a big-picture view of their clientele as a whole.
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A lot of contacts
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Hard to track which clients have existing products and which products
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Possibly volatile contacts as need to keep up with them over long periods of time
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Share info on a large-scale basis
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Do analytics
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Provides them with an overview of all possible clients (big-picture)
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For the detailed documentation of this project, see the FAPro Product Website.
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This project is based on the AddressBook-Level3 project created by the SE-EDU initiative.