Why Podio

We chose Podio for a number of reasons:

  • Security. We understand that the security of your customer information is critical to your business. Using a product owned by Citrix, your data has bank-grade security protection and encryption. Podio have produced a white paper on their security and have further information available here. Information on privacy can be found on this page.
  • Ease of use. Adviser's can choose whether they want to login or communicate via email only. All comments within Podio are emailed to advisers and they can simply reply from within their email software to have the information and attachments sent to their paraplanner.
  • Great customer feedback

A quick snapshot of how Podio can help streamline your office.

If you have any questions about using Podio, please contact us.

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