Eyeballs Financial 4+
Eyeballs Financial LLC
Diseñada para iPad
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- Gratis
Capturas de pantalla
Descripción
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.
Novedades
Versión 1.0.19
Bug fixes and performance improvements.
Privacidad de la app
Eyeballs Financial LLC, que desarrolló esta app, indicó que entre las prácticas de privacidad de la app, pueden incluirse el manejo de datos que se describe a continuación. Para obtener detalles, consulta la política de privacidad del desarrollador.
No se recopilan datos
El desarrollador no recopila ningún dato en esta app.
Las prácticas de privacidad pueden variar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles
Información
- Vendedor
- Eyeballs Financial LLC
- Tamaño
- 137.4 MB
- Categoría
- Finanzas
- Compatibilidad
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- iPhone
- Requiere iOS 12.0 o posterior.
- iPad
- Requiere iPadOS 12.0 o posterior.
- iPod touch
- Requiere iOS 12.0 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
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Inglés
- Edad
- 4+
- Copyright
- © 2022 Eyeballs Financial LLC
- Precio
- Gratis