Fisco pro sales funnel
Advisor Sales Funnel
Free · Designed for iPad. Not verified for macOS.
Tired of Being a Financial Planner? Focus 100% on your clients. Let Fisco Pro Advisor App handle the rest.
Designed Exclusively for Certified Financial Advisors, Insurance Agents & Wealth Managers. Stop wasting leads and start closing more business. Fisco Pro's complete sales funnel solution helps you capture, nurture and convert prospects efficiently.
Why Fisco Pro Stands Out?
1. Smart Lead Capture & Scoring: Attract and prioritize high-value leads with intelligent filters and real-time tracking, ensuring you focus on prospects most likely to convert.
2. Automated Follow-Ups: Never miss a lead with automated reminders and personalized touchpoints, keeping prospects engaged without manual effort.
3. One-Click Booking: Simplify scheduling with instant calendar links, allowing clients to book appointments in seconds, reducing friction and boosting conversions.
Key Features for Sales Growth:
-> Lead Magnet Integration – Connect websites/ads to capture leads directly.
-> Drip Campaigns – Auto-send emails/SMS to nurture prospects.
-> Pipeline Dashboard – Visualize your funnel stages and fix leaks.
-> Commission Tracker – Measure ROI on every sale.
-> Social Media & Ad Links – Share booking pages to fill your calendar.
Who Needs This?
-> Financial Advisors who want more clients, less chasing.
-> Insurance Agents tired of manual follow-ups.
->Wealth Managers scaling their high-touch sales process.
Stop Losing Leads. Start Closing Deals.
Download Fisco Pro – The Sales Funnel Built for Financial Pros!
Ratings & Reviews
- This app has not received enough ratings or reviews to display an overview.
Bug fixed and UI is improved.
The developer, FISCO PRO PRIVATE LIMITED, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Contact Info
- User Content
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- FISCO PRO PRIVATE LIMITED
- Size
- 55.8 MB
- Category
- Finance
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPad
Requires iPadOS 13.0 or later. - iPod touch
Requires iOS 13.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2025 FISCO PRO PRIVATE LIMITED