Startup Idea: Financial Advisor Client Management and Calendar App

Summary for idea #2810
Startup idea to create an app designed for financial advisors. The app will deliver updates on client progress across different financial products, give alerts based on personalized settings, and provide a less intrusive calendar for follow-up tasks management.
Original submission by someone willing to pay to get a problem solved (not AI)

I am a financal advisor who would love an app thatwould provide ipdates about the process of myclients in each oroducts or alwrts for differentthings i set. also, if icouldget a better calander thâ is less intrusive than google or other smartphone apps thay lets me plan out follow up on applicaþons.

Access over 4k more startup ideas
(Instant, free access. No CC required.)
Saving...