Product

Mindee is being developed using state-of-the-art technologies. This ensures the compatibility and security of all managed data. We are continuously working to better Mindee and complement functionalities tailored to the needs of financial advisors. The web app will soon expand with the launch of the native mobile app available for iOS and Android platforms.

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Reports
Have fun working
Thanks to the intuitive overview tables, you can now manage your workload easily on a daily basis and adjust all according to your work pace.
Communication
Keep track of every detail
Get an overview of the development of each business case in real-time or view the entire communication history at any moment.
Spotlight
Save time
Using Mindee´s clever search engine, you are always just two clicks away from the client or the contract you are looking for.
Relationships
Cultivate your network
The evidence of relationships between clients contributes to a better targeting of client after-care. With this feature, you'll simply get the most out of your client network.
Kalendář
Calendar
Stay up to date
Mindee calendar can be synchronized with any device or with a colleagues' calendar as needed.
  • Opportunities
    Anniversaries, contracts, birthdays, upcoming fixation dates ... you are automatically - and in time - informed about every business opportunity.
  • Task Management
    You can create new tasks and reminders related to each client and share the input with other users.
  • Team
    Module for management and supervision of advisory firms. Create a company structure or get an overview of activities, results and related paperwork of all your advisors.
  • Bulk Import
    Through the import forms, you can quickly and easily fill Mindee with your own client data, contracts and commission listings.
  • Data Storage
    All documentation organized and filed in one place.
  • Questionnaires
    Mindee fully digitizes the process of collecting and evaluating client information necessary for closing a deal.
  • Client Portal
    The whole process of acquisition and care is faster and safer as both you and your client can browse and edit contracts and documents at any time.
  • Expected Commissions
    Setting and managing commission rates allows you to plan cash flow at both the individual and team level.
  • Assistant
    Unify your workflow with your assistant utilizing this user profile with customizable admin competencies and insights into any activity.

Elevate your workflow to a new level