Top producers understand customer relationships are the key to success and compliance is an important factor in running an efficient practice. Mobile Assistant increases sales productivity and compliance.

It is important to think of your time as your inventory. The time you spend documenting your meetings at the end of each day reduces the number of clients you can contact. If you spend an hour each day documenting, that amounts to 260 hours a year! Imagine the increase in productivity by using that time to contact prospective new clients. Uncover and close just one $100,000 new account during the time you previously spent documenting your day’s meetings and transactions and you have covered your Mobile Assistant expense for the year and all future years you retain that account.

• Toll Free Dictation Number
• 98% Accuracy Guaranteed
• Document important Client information such as transaction requests, upcoming meetings, even to-do lists.
• Build an ONLINE Electronic Customer Database with every new dictation!
• Search your Database by Client name or dictation date with access to ALL past transcribed reports.
• Your transcribed reports are emailed directly to you in Word format and up to one additional email address.
• Securely download transcribed reports ONLINE in Word format and transcribed dictation is automatically transmitted to your email.
• Automate COMPLIANCE documentation requirements by utilizing the template utilization tool. One word templates automatically insert paragraphs of compliance language.
• Secure state of the art datacenter.

Technical Support:
1-888-373-1916

“Documenting meetings and other client/prospect correspondence has always been the cornerstone of a successful financial planning practice. Using UST’s Mobile Assistant has increased the accuracy and effectiveness of my call reports while freeing up more of my day. The time/date stamp feature is also a compliance officer’s dream.”

– Jeffrey, CFP®

PRODUCTIVITY

COMPLIANCE

Dictate your Client meetings as easily as calling voicemail