Name: VIA Momentum
Rating: 5 (8 reviews)
Author: Momentum Metropolitan Life Ltd.

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

8 Feb 2021

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.

5.0 out of 5

8 Ratings

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.

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

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 👍🏽

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.