FSW Advisor 4+
Eyeballs Financial LLC
Designad för iPad
-
- Gratis
Skärmavbilder
Beskrivning
FourStar Wealth Advisor App
The FourStar Wealth mobile app is the mobile version of the FourStar Wealth 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 FourStar Wealth mobile app:
Accessibility
The app uses the email address registered in Orion. System sends a One Time password to the email address. Access to the app requires a verification process which includes creating a PIN for access.
Account Management
Financial Advisors can manage their client's accounts via the app. Account management includes activating inactive clients and deactivating when necessary.
Proactive Alerts and Notifications
Financial Advisors will receive email notifications for appointment schedules.
Client Support
The FourStar Wealth app allows financial advisors to know what stocks a client might be interested in adding to their portfolio through remote inquiries.
Notes:
The App designed for any companies.
This app will be distributed worldwide.
Users are enrolled on our admin dashboard. Then, used those enrolled account to the app.
Nyheter
Version 1.0.19
Bug fixes and performance improvements
Appintegritet
Utvecklaren Eyeballs Financial LLC har angett att appens integritetsrutiner kan inkludera hantering av data enligt beskrivningen nedan. Det finns mer information i utvecklarens integritetspolicy.
Data samlas inte in
Utvecklaren samlar inte in några data från den här appen.
Sekretessriktlinjer kan variera, till exempel utifrån de funktioner du använder eller din ålder. Läs mer
Information
- Leverantör
- Eyeballs Financial LLC har inte identifierat sig som en näringsidkare för den här appen. Om du är en konsument i det Europeiska ekonomiska samarbetsområdet (EES) gäller inte konsumenträttigheter för avtal mellan dig och leverantören.
- Storlek
- 52,3 MB
- Kategori
- Finans
- Kompatibilitet
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- iPhone
- Kräver iOS 11.0 eller senare.
- iPad
- Kräver iPadOS 11.0 eller senare.
- iPod touch
- Kräver iOS 11.0 eller senare.
- Mac
- Kräver macOS 11.0 eller senare och en Mac med Apple M1‑chip eller senare.
- Apple Vision
- Kräver visionOS 1.0 eller senare.
- Språk
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engelska
- Ålder
- 4+
- Copyright
- © 2022 Eyeballs Financial LLC
- Pris
- Gratis