VIA Momentum 4+
Momentum Metropolitan Life Ltd.
-
- Free
iPhone Screenshots
Description
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
What’s New
Version 2.63.0
Introducing Momentum Wills and Trusts as a new Product Provider in Client View
Enhanced view and filters for Notifications
App Privacy
The developer, Momentum Metropolitan Life Ltd., 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 Linked to You
The following data may be collected and linked to your identity:
- Identifiers
- Usage Data
- Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Momentum Metropolitan Life Ltd.
- Size
- 103.1 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2013 Momentum, a division of Momentum Metropolitan Life Ltd.
- Price
- Free