I recommend Mobile Assistant to every financial advisor no matter their experience or size of their practice.
Mobile Dictation Service by Mobile Assistant
Mobile Assistant is the efficient, accurate way to document critical client meeting information using our Mobile Dictation service. Mobile Assistant is the easy, fast, secure and extremely accurate way to document client interaction, draft letters, or capture important meeting details.
Professional Quality Notes
No Time Limit Per Call
8 business hour turnaround
Notes emailed to you, available through secure download, or accessible from your iPhone or Android with the TALK IT app