Francis LLC 4+

Francis LLC

專為 iPhone 設計

    • 免費

iPhone 截圖

簡介

The Francis app is a financial wellness tool for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the Dashboard.

The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employer’s retirement plan.

The App’s profile section includes, Moolatude ®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your Financial Planner, and specific details helpful to understanding your employer’s retirement place.

Most importantly, the Francis app makes selecting and connecting with your employer-sponsored Financial Planner quick and easy. After selecting your planner, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the planners are all salaried without any products to sell, they are free to provide personal financial wellness advice on all your money study, making them the fiduciaries you can trust. Se Habla Español.

新內容

版本 4.03

Design updates, Home Screen Spanish updates, and poll notification controls

App 隱私權

開發者「Francis LLC」指出 App 的隱私權實務可能包含下方描述的資料處理。如需更多資訊,請參閱開發者的隱私權政策

會與你連結的資料

系統可能會收集以下資料,並將其與你的身分連結:

  • 財務資訊
  • 聯絡資訊

不會與你連結的資料

系統可能會收集以下資料,但不會將其與你的身分連結:

  • 使用狀況資料
  • 診斷

隱私權實務可能因你使用的功能或你的年齡等因素而有所不同。進一步瞭解

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