iPhone Screenshots

Description

The Via app provides financial advisers with on the go, real-time access to information about their client’s financial portfolio, empowering them with the necessary information to assist their client’s with their financial wellness journey.

Advisers can do the following using the VIA mobile app:
· Use biometrics to log in
· View list of all your clients
· View individual client profile
· View Momentum products that your client has
· View product details
· Create and save notes on a client
· Track progress of myriad new business applications
· Provide in app feedback

What’s New

Version 2.22.0

- You can now create a prospect, even if you are offline.
- You can now delete a prospect.
- You can now add the client's ID number when closing a successful lead.
- Access the Multiply summary statement.

Ratings and Reviews

5.0 out of 5
8 Ratings

8 Ratings

Ntshuxaa ,

Simplicity

App is easy to use and you don’t need a manual to find the information you looking for. Tracking of events is awesome .Well done Momentum on this App.

Reeme_b ,

Simply amazing

This app is simply amazing. It’s revolutionized how I manage my practice and let’s me do so from anywhere! I can’t wait to see what’s next... keep it up momentum

Mpho.za ,

What an app!

This is such an awesome app. That tracking feature has changed the way I do business. It’s simple and beautiful. Well done 👍🏽

App Privacy

The developer, Momentum Metropolitan Life Ltd., has indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Identifiers
  • Usage Data
  • Diagnostics

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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