Fynancial 4+

Name: Fynancial
Author: Fynancial, LLC

Fynancial, LLC

Được thiết kế cho iPad

- Miễn phí

Miêu tả

What is Fynancial:

Fynancial is a mobile and web application, designed to help Registered Investment Advisory firms to create a personalized end-user experience for their clients. Fynancial enables RIAs (Registered Investment Advisors) to communicate with their clients where they are: on the phone.

Who is Fynancial for:

Only clients of our Registered Investment Advisor partners may use this app. Clients must also have an online account to use Fynancial.

Fynancial Features for Clients:

- View your Firm's newsfeed

- Attend scheduled Zoom calls with your Financial Advisor

- View your eMoney client portal, vault, and other useful financial planning information

- Access market insights provided by your Financial Advisor

- Communicate privately with your Financial Advisor via DMs

- Invite your kids and grandkids to learn from professionals that you trust

Please Note: Fynancial is a companion app for Registered Investment Advisor professionals, that use the Fynancial multi-tenet platform. If you are a client, please reach out to your Financial Advisor for your account information, so that you may log in to the app.

31 thg 7, 2024

Phiên bản 0.0.22

- Bug fix

Thank you for using our app! If you encounter any issues, please contact support.

Nhà phát triển, Fynancial, LLC, đã cho biết rằng phương thức đảm bảo quyền riêng tư của ứng dụng có thể bao gồm việc xử lý dữ liệu như được mô tả ở bên dưới. Để biết thêm thông tin, hãy xem chính sách quyền riêng tư của nhà phát triển.