EB Advisor
Finanzas
Gratis · Diseñada para 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.
Calificaciones y reseñas
Esta app no ha recibido suficientes calificaciones ni reseñas para mostrar un resumen.
Bug fixes and performance improvements.
El desarrollador (Eyeballs Financial LLC) indicó que las prácticas de privacidad de la app pueden incluir el manejo de datos que se describe a continuación. Para obtener más detalles, consulta la política de privacidad del desarrollador .
No se recopilan datos
El desarrollador no recopila ningún dato en esta app.
Accesibilidad
El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles
Ficha técnica
- Vendedor
- Eyeballs Financial LLC
- Tamaño
- 52.3 MB
- Categoría
- Finanzas
- Compatibilidad
Requiere iOS 11.0 o posterior.
- iPhone
Requiere iOS 11.0 o posterior. - iPad
Requiere iPadOS 11.0 o posterior. - iPod touch
Requiere iOS 11.0 o posterior. - Mac
Requiere macOS 11.0 o posterior y una Mac con el chip M1 de Apple o posterior. - Apple Vision
Requiere visionOS 1.0 o posterior.
- Idiomas
- Inglés
- Edad
4+
- 4+
- Copyright
- © 2022 Eyeballs Financial LLC