Genera Advisors 4+

Name: Genera Advisors
Author: CircleBlack, Inc.

CircleBlack, Inc.

Ontworpen voor iPad

- Gratis

Beschrijving

At Genera Advisors we strive to enrich our clients’ lives by listening to their needs, understanding their objectives and delivering financial guidance that focus’ on each client as an individual. We pride ourselves on creating and maintaining long-term relationships with our clients, providing sound financial advice through education, transparent communication and a white-glove, personalized approach to client service.

We provide a comprehensive set of services that cover all phases of your financial life, from focusing on the retirement you are dreaming of to planning for your children’s education. Whatever your life milestones are, Genera Advisors will listen to you and work with you to help you achieve them.

Plan Well. Live Life. Realize Your Dreams.

22 nov. 2023

Versie 23.3.0

Push Notifications:
- When the Genera Advisors platform generates an alert that requires a Client’s attention, app users can now see the notification in their device's system tray, allowing them to get alerted without needing to log into the app.
- Clicking the notification will take the client into the Genera Advisors mobile app.
- Push notifications can be toggled on and off in the app’s settings.

De ontwikkelaar, CircleBlack, Inc., heeft aangegeven dat volgens de toepassing van het privacybeleid van de app gegevens kunnen worden beheerd zoals hieronder staat beschreven. Ga voor meer informatie naar het privacybeleid van de ontwikkelaar.