EB Advisor
Finance
Free · Designed for iPad
EB Advisor App
The EB Advisor mobile app is the mobile version of the Eyeballs Financial dashboard that financial advisors access from their web browser.
The mobile app makes it easier for financial advisors to assist their clients with their inquiries and appointment scheduling by allowing them to respond to a client's request or rejection of an appointment directly from their phones and without the need for direct communication.
The Remote Inquiries feature contains questions from specific clients that allow advisors to know the issues or stocks their clients are most interested in learning about. This enables them to tailor their stock recommendations accordingly.
Here's what financial advisors will find in the EB Advisor mobile app:
Accessibility
The app uses the email address registered in Orion. System sends a One Time password to the email address. Access to the app requires a verification process which includes creating a PIN for access.
Account Management
Financial Advisors can manage their client's accounts via the app. Account management includes activating inactive clients and deactivating them when necessary.
Proactive Alerts and Notifications
Financial Advisors will receive email notifications for appointment schedules.
Client Support
The EB Advisor app allows financial advisors to know what stocks a client might be interested in adding to their portfolio through remote inquiries.
Notes:
The App is designed for any company.
This app will be distributed worldwide.
Users are enrolled on our admin dashboard. Then, used that enrolled account in the app.
Ratings & Reviews
This app hasn’t received enough ratings or reviews to display an overview.
Bug fixes and performance improvements.
The developer, Eyeballs Financial LLC, 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 Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Eyeballs Financial LLC
- Size
- 52.3 MB
- Category
- Finance
- Compatibility
Requires iOS 11.0 or later.
- iPhone
Requires iOS 11.0 or later. - iPad
Requires iPadOS 11.0 or later. - iPod touch
Requires iOS 11.0 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.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2022 Eyeballs Financial LLC