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Digital Clipboard Connecter
Digital client onboarding for financial services.
Overview
Digital Clipboard makes client onboarding easy. Fact finding, meeting notes, and annual reviews. Designed for wealth, insurance and mortgage advisers. More clients. Less Admin
Digital Clipboard makes client onboarding easy. Fact finding, meeting notes, and annual reviews. Designed for wealth, insurance and mortgage advisers. More clients. Less Admin
Categories
- Business Needs
- Productivity
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged Package