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Brio Mobile

Name: Brio Mobile
Availability: InStock
Rating: 4.44 (1 reviews)

Access your client folders, automate data entry via eID scanning, and secure digital signatures on the spot. Transform your iPhone or iPad into a powerful mobile office designed for the modern financial professional.

Key Figures

Downloads

User Rating

4.4/5

Total Ratings

Publisher

Portima

Transform Your Field Presence into Peak Performance

Equip yourself with the professional tools to manage clients, scan identities, and finalize contracts anywhere your business takes you.

Instant Client Onboarding

Eliminate manual data entry and errors. Use eID scanning to automatically populate client profiles with 100% accuracy in seconds.

Seal the Deal Instantly

Stop the back-and-forth friction. Capture secure, legally binding digital signatures right on your mobile device during your meetings.

The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.

App Store

Screenshots

Brio Mobile - Brio Mobile app displaying client files and a button to add a prospect — Brio Mobile app displaying client files and a button to add a prospect

Brio Mobile - Brio Mobile app interface for searching client records on a smartphone — Brio Mobile app interface for searching client records on a smartphone

Brio Mobile - Brio Mobile app displaying client contact details and relations on a smartphone — Brio Mobile app displaying client contact details and relations on a smartphone

Brio Mobile - Brio Mobile app screenshot showing a client dossier with sections for contracts, documents, and claims — Brio Mobile app screenshot showing a client dossier with sections for contracts, documents, and claims

Brio Mobile - Brio Mobile app screen displaying instructions to connect a Bluetooth eID card reader for digital client signatures. — Brio Mobile app screen displaying instructions to connect a Bluetooth eID card reader for digital client signatures.

Description

Brio mobile vous permet d’avoir vos fichiers Brio avec vous, partout, et de faire signer des documents à vos clients lors de vos déplacements. Flexible et professionnel ! Adaptez vos fichiers, partout - Consultez vos dossiers et documents lors de vos déplacements - Accédez à vos fiches clients depuis votre smartphone - Ajustez facilement les données de vos clients en lisant leur carte eID - Concluez des accords en douceur et laissez vos clients signer avec leur eID - Créez un profil pour les prospects que vous rencontrez lors de vos déplacements et remplissez automatiquement les données correctes en lisant leur eID Pour smartphone & tablette