Eyeballs Financial 4+
Eyeballs Financial LLC
Conçu pour iPad
-
- Gratuit
Captures d’écran
Description
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.
Nouveautés
Version 1.0.19
Bug fixes and performance improvements.
Confidentialité de l’app
Le développeur Eyeballs Financial LLC a indiqué que le traitement des données tel que décrit ci‑dessous pouvait figurer parmi les pratiques de l’app en matière de confidentialité. Pour en savoir plus, consultez la politique de confidentialité du développeur.
Données non collectées
Le développeur ne collecte aucune donnée avec cette app.
Les pratiques en matière de confidentialité peuvent varier, notamment en fonction des fonctionnalités que vous utilisez ou de votre âge. En savoir plus
Informations
- Vendeur
- Eyeballs Financial LLC
- Taille
- 137,4 Mo
- Catégorie
- Finance
- Compatibilité
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- iPhone
- Nécessite iOS 12.0 ou version ultérieure.
- iPad
- Nécessite iPadOS 12.0 ou version ultérieure.
- iPod touch
- Nécessite iOS 12.0 ou version ultérieure.
- Mac
- Nécessite macOS 11.0 ou une version ultérieure et un Mac doté d’une puce Apple M1 ou une version ultérieure.
- Apple Vision
- Nécessite visionOS 1.0 ou version ultérieure.
- Langues
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Anglais
- Âge
- 4+
- Copyright
- © 2022 Eyeballs Financial LLC
- Prix
- Gratuit