VIA Momentum 4+

Momentum Metropolitan Life Ltd.

    • 免費

iPhone 螢幕截圖

描述

The Via app provides financial advisers with on the go, real-time access to information about their client’s financial portfolio, empowering them with the necessary information to assist their client’s with their financial wellness journey.

Advisers can do the following using the VIA mobile app:
· Use biometrics to log in
· View list of all your clients
· View individual client profile
· View Momentum products that your client has
· View product details
· Create and save notes on a client
· Track progress of myriad new business applications
· Provide in app feedback

最新功能

版本 v2.65.0

App Enhancements

App 私隱

開發者表明Momentum Metropolitan Life Ltd.的私隱慣例或包括下列資料的處理。詳情請參閱開發者的私隱政策

與你連結的資料

開發者可能會收集以下資料並連結你的個人身份:

  • 識別碼
  • 使用資料
  • 診斷

不會與你連結的資料

開發者可能會收集以下資料,但不會連結你的個人身份:

  • 診斷

私隱慣例或因使用的功能或年齡等因素而異。進一步了解

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