MeetingHub

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.