EB Alternative 18+

Eyeballs Financial LLC

Diseñada para iPad

    • Gratis

Capturas de pantalla

Descripción

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.

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

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