A free program for Android, by SantechApp.
SanTech is a client servicing application that is used by financial advisers to help them improve productivity and meet sales targets. It is available for Android smartphones and tablets and is for invited users only.
How do you get started?
After installing the application, please open it and follow the on-screen instructions to complete the registration process.
How do you use SanTech?
After installing the application, open it and go to the “Home” page.
There, you will see the “Login” section.
Enter your login details and click “Login”.
After logging in, you will see the main page of the application.
From here, you can access your clients, view their information and manage them.
You can also view your clients’ accounts and manage the accounts that you have opened with them.
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