Description: The new go-to app for financial advisors that automates the process of customer care. Find out more about the Mindee experience and start using it today.
management (13720) project management (5276) financial advisor (2151) workflow (727) time management (419) time management app (5) task manager mac (1) task manager android (1)
Why Mindee? We know how you work Discover the client life cycle as we know it.
See our imprint in the world.
Get to know us and our values.