AdvisorOp MeetingHub helps you manage your client interactions:
  • Track client interactions - historical meetings, reports, notes.
  • Ask clients to schedule in-person or online meetings with you. AdvisorOp syncs with your calendar so that clients can select from available meeting dates/times. AdvisorOp automatically adds new meetings to your calendar.
  • Add files to the MeetingHub Meeting Folder, linked to each meeting and shareable online with clients.
  • Automatically send clients links enabling them to enter your video meeting.
  • Capture notes, linked to each client meeting.