QFS

If you are an advisor at QFS and currently have a login, this app was made for you! The QFS App grants QFS advisors new freedoms by bringing functionality to their fingertips.
Requirement: To utilize the QFS App, users login with the same InSite credentials which is only available from QFS
The QFS App was designed to give advisors the necessary tools they need when they are away from the office. Sale leads and client management tools are available with the click of a button on their mobile device. This allows advisors to spend more time on the road meeting clients, building relationships, and generating sales and less time tied down to the office.
Within the QFS App you will find key features such as:
• See your Conference and President's Club Standings
• A CRM synced with real-time data from your InSite client database
• A Client Map to see all your clients within a selected radius to make client meetings easier and more efficient
• Multiple Fund tools to quickly educate the advisor on the best investments for their clients
Download today to get started.