EB Alternative 17+

Name: EB Alternative
Author: Eyeballs Financial LLC

Eyeballs Financial LLC

Zaprojektowano dla iPada

- Gratis

Opis

The Eyeballs Financial mobile application serves as a portable version of the Eyeballs Financial dashboard utilized by financial advisors on their web browsers.
With this app, financial advisors can easily respond to client inquiries and appointment requests, eliminating the need for direct communication.

The app's Remote Inquiries feature displays questions from specific clients, enabling advisors to gain insight into their clients' interests and tailor their stock recommendations accordingly.

Accessibility
The app boasts global accessibility and can be downloaded from any location using the financial advisor's registered email address.

Account Management
Financial advisors can manage their clients' accounts through the app, including updating contact information.

Alerts and Notifications.
The app sends proactive alerts and notifications for appointment scheduling, and allows financial advisors to identify stocks of interest to their clients through remote inquiries.

Deweloper (Eyeballs Financial LLC) wskazał, że zasady ochrony prywatności w aplikacji mogą obejmować opisane poniżej metody przetwarzania danych. Aby dowiedzieć się więcej, zapoznaj się z zasadami ochrony prywatności dewelopera.