DashSight 4+
Client account management
Owl Technologies
Diseñado para iPad
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- Gratis
Capturas de pantalla
Descripción
Designed by advisors, the DashSight app was made for financial advisors who want to manage client account activity without the inconvenience of having to leave the main screen. DashSight’s comprehensive dashboard views allow financial advisors to assign tasks, schedule meetings and see client accounts as they should be viewed – in one place at one time.
DashSight Features Focus on Advisor Efficiency
• Access client households to view contact information, confirm meeting schedules and reference account balances and total household assets under management
• Create, edit and monitor existing tasks while assigning new tasks to team members
• Access client portals
• Send meeting requests to clients
DashPro is multifactor authentication-enabled using SMS and biometrics with single sign-on into participating technology platforms including custodians and other institutions.
Novedades
Versión 1.3.2
App Updates and Bug Fixes
Privacidad de la app
El desarrollador, Owl Technologies, ha indicado que las prácticas de privacidad de la app pueden incluir la gestión de datos descrita a continuación. Para obtener más información, consulta la política de privacidad del desarrollador.
Data Not Collected
The developer does not collect any data from this app.
Las prácticas de privacidad pueden variar, por ejemplo, dependiendo de tu edad o de las funciones que uses. Más información
Información
- Seller
- Owl Technologies, LLC
- Tamaño
- 28,5 MB
- Categoría
- Finance
- Compatibilidad
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- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Idiomas
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English
- Edad
- 4+
- Copyright
- Copyright © 2020 Owl Technologies LLC. All Rights Reserved.
- Precio
- Gratis