Eyeballs Financial

Finance

Free · Designed for iPad. Not verified for macOS.

Eyeballs Financial App The Eyeballs Financial 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 Eyeballs Financial mobile app: Accessibility The app is distributed worldwide and can be downloaded from any location. Financial advisors uses their email address that has been registered in the Eyeballs Financial dashboard from their web browser. Account Management Financial Advisors can manage their client's accounts via the app. Account management includes updating the client's phone number and email address. Proactive Alerts and Notifications Financial Advisors will receive email notifications for appointment schedules. Client Support The Eyeballs Financial app allows financial advisors to know what stocks a client might be interested in adding to their portfolio through remote inquiries.

Ratings & Reviews

  • 5.0
    out of 5
    1 Ratings

Bug fixes and performance improvements.

Version 1.0.19

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.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Seller
    • Eyeballs Financial LLC
    Size
    • 137.4 MB
    Category
    • Finance
    Compatibility
    Requires iOS 12.0 or later.
    • iPhone
      Requires iOS 12.0 or later.
    • iPad
      Requires iPadOS 12.0 or later.
    • iPod touch
      Requires iOS 12.0 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+
    Copyright
    • © 2022 Eyeballs Financial LLC
  • Privacy Policy

    • More by Eyeballs Financial LLC

    You Might Also Like