Fynancial 4+

Fynancial, LLC

Dirancang untuk iPad

    • Gratis

Jepretan Layar

Deskripsi

What is Fynancial:




Fynancial is a mobile and web application, designed to help Registered Investment Advisory firms to create a personalized end-user experience for their clients. Fynancial enables RIAs (Registered Investment Advisors) to communicate with their clients where they are: on the phone.




Who is Fynancial for:




Only clients of our Registered Investment Advisor partners may use this app. Clients must also have an online account to use Fynancial.




Fynancial Features for Clients:




- View your Firm's newsfeed

- Attend scheduled Zoom calls with your Financial Advisor

- View your eMoney client portal, vault, and other useful financial planning information

- Access market insights provided by your Financial Advisor

- Communicate privately with your Financial Advisor via DMs

- Invite your kids and grandkids to learn from professionals that you trust




Please Note: Fynancial is a companion app for Registered Investment Advisor professionals, that use the Fynancial multi-tenet platform. If you are a client, please reach out to your Financial Advisor for your account information, so that you may log in to the app.

Yang Baru

Versi 1.0.6

Minor bug fixes

Privasi App

Pengembang, Fynancial, LLC, menunjukkan bahwa praktik privasi app dapat menyertakan penanganan data sebagaimana yang dijelaskan di bawah. Untuk informasi lebih lanjut, lihat kebijakan privasi pengembang.

Data Tidak Dikumpulkan

Pengembang tidak akan mengumpulkan data apa pun dari app ini.

Praktik privasi mungkin bervariasi, misalnya, praktik privasi berdasarkan fitur yang digunakan atau usia Anda. Pelajari Lebih Lanjut

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