GreyApp

The first Application for independent financial advisors

The GreyCapital app will allow you to manage your business efficiently from your mobile device. You can become a leading professional, through the timely monitoring of your portfolio, offering the best service to your customers.

Through the GreyCapital app you can obtain the consolidated information of all your customers and their products, complete their data sheets, easily organize meetings, receive notifications in real time, as well as find new sales opportunities through cross selling filters.

Start your day with a clear description of your activities and attend to the leads that have been assigned to you. Plan your day better with this information and schedule reminders of your activities so you don't forget.

Track your sales and projections through the information reports provided by the app. Obtain relevant information to track your targets, your customers, your business in process and your biggest sales opportunities.

Get a complete overview of your clients' situation, reviewing notes and other relevant data before going to important meetings. Register visits to your customers and communicate directly from the app to leave a record of all meetings and communications. Update your data after each meeting, rate the result of the meetings specified and open the products directly from the app.

Manage your business and activities from your mobile device and communicate with your leads, customers and colleagues through the application.