| Προγραμματιστής: | Eyeballs Financial LLC (19) | ||
| Τιμή: | Δωρεάν | ||
| Κατατάξεις: | 0 | ||
| Κριτικές: | 0 Γράψτε μια κριτική | ||
| Λίστες: | 0 + 0 | ||
| Βαθμοί: | 0 + 0 ¡ | ||
| Google Play | |||
Περιγραφή
The EB Advisor mobile app is the mobile version of the Eyeballs Financial dashboard that financial advisors access from their web browser.
The mobile app makes it easier for financial advisors to assist their clients with their inquiries and appointment scheduling by allowing them to respond to a client's request or rejection of an appointment directly from their phones and without the need for direct communication.
The Remote Inquiries feature contains questions from specific clients that allow advisors to know the issues or stocks their clients are most interested in learning about. This enables them to tailor their stock recommendations accordingly.
Here's what financial advisors will find in the EB Advisor mobile app:
Accessibility
The app uses the email address registered in Orion. System sends a One Time password to the email address. Access to the app requires a verification process which includes creating a PIN for access.
Account Management
Financial Advisors can manage their client's accounts via the app. Account management includes activating inactive clients and deactivating them when necessary.
Proactive Alerts and Notifications
Financial Advisors will receive email notifications for appointment schedules.
Client Support
The EB Advisor app allows financial advisors to know what stocks a client might be interested in adding to their portfolio through remote inquiries.
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Στιγμιότυπα οθόνης
Τιμή
- Σήμερα: Δωρεάν
- Ελάχιστο: Δωρεάν
- Μέγιστο: Δωρεάν
Παρακολούθηση τιμών
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Προγραμματιστής
- Eyeballs Financial LLC
- Πλατφόρμες: Android Εφαρμογές (11) iOS Εφαρμογές (8)
- Λίστες: 0 + 0
- Βαθμοί: 0 + 5 ¡
- Κατατάξεις: 0
- Κριτικές: 0
- Εκπτώσεις: 0
- Βίντεο: 0
- RSS: Εγγραφή
Βαθμοί
0 ☹️
Κατατάξεις
0 ☹️
Λίστες
0 ☹️
- EB Advisor
Κριτικές
Γίνε ο πρώτος που θα αξιολογήσει 🌟
Πρόσθετες πληροφορίες
- Εκδοχή: 1.16.0
- Κατηγορία:
Android Εφαρμογές›Οικονομία - Λειτουργικό σύστημα:
Android 5.0 - Μέγεθος:
21 Mb - Αξιολόγηση περιεχομένου:
Everyone - Google Play Εκτίμηση:
0 - Ενημερώθηκε:
- Ημερομηνία έκδοσης:
EB Advisor URL μικρού μήκους: Αντιγράφηκε!- 🌟 Κοινή χρήση
- Google Play
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