| Sviluppatore: | Eyeballs Financial LLC (19) | ||
| Prezzo: | Gratis | ||
| Classificazioni: | 0 | ||
| Recensioni: | 0 Scrivi una recensione | ||
| Listes: | 0 + 0 | ||
| Punti: | 0 + 0 ¡ | ||
| Google Play | |||
Descrizione
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.
Ad
Screenshot
Prezzo
- Oggi: Gratis
- Minimo: Gratis
- Massimo: Gratis
Monitora prezzi
Ad
Sviluppatore
- Eyeballs Financial LLC
- Piattaforme: Android App (11) iOS App (8)
- Listes: 0 + 0
- Punti: 0 + 5 ¡
- Classificazioni: 0
- Recensioni: 0
- Sconti: 0
- Video: 0
- RSS: Sottoscrivi
Punti
0 ☹️
Classificazioni
0 ☹️
Listes
0 ☹️
- EB Advisor
Recensioni
Scrivi tu la prima recensione 🌟
Informazioni aggiuntive
- Versione: 1.16.0
- Categoria:
Android App›Finanza - Sistemi operativi:
Android 5.0 - Dimensioni:
21 Mb - Classificazione contenuti:
Everyone - Google Play Voto:
0 - Aggiornata:
- Data di uscita:
EB Advisor URL breve: Copiato!- 🌟 Condividi
- Google Play
Ti potrebbero piacere anche
-
- Advisor Mobile
- Android App: Finanza di: mydesq AG
- Gratis
- Listes: 0 + 0 Classificazioni: 0 Recensioni: 0
- Punti: 0 + 0 Versione: 1.7.0 Advisor Online is an application for Asset Managers, Private Bankers, Family Offices which combines of all the functionalities they need, namely (CRM, Portfolio Management System, ... ⥯
-
- AB Advisor
- Android App: Finanza di: AB Advisor
- Gratis
- Listes: 0 + 0 Classificazioni: 0 Recensioni: 0
- Punti: 0 + 0 Versione: 2.5903-advisor Application description for AB Advisor (iOS / Android) At AB Advisor we believe that a reliable and convenient digital banking account is essential for both companies and individuals. ... ⥯
-
- Pro Advisor
- Android App: Finanza di: Pro Advisor
- Gratis
- Listes: 0 + 0 Classificazioni: 0 Recensioni: 0
- Punti: 0 + 0 Versione: 9.2 Sourav Mutual Fund Distributors is created for Pro advisor to track and monitor their mutual fund schemes, request for portfolio reports, know upcoming SIPs and much more. This ... ⥯
-
- Advisor X By REDVision
- Android App: Finanza di: Red Vision Global Technologies
- Gratis
- Listes: 0 + 0 Classificazioni: 0 Recensioni: 0
- Punti: 0 + 0 Versione: 1.0.19 Advisor X is an Artificial Intelligence-based WHITE LABELLED Multi Assets management SaaS platform for India s Top Financial Advisors. Place Mutal Funds Transactions! An advisor can ... ⥯
-
- Advisor app
- Android App: Finanza di: Grade Capital
- Gratis
- Listes: 0 + 0 Classificazioni: 0 Recensioni: 0
- Punti: 0 + 0 Versione: 1.0.13 With grade capital advisory app, you can refer your known one's to the growing market of crypto and help them invest safetly. ⥯
-
- Advisor - Beneficiary
- Android App: Finanza di: REDF
- Gratis
- Listes: 0 + 0 Classificazioni: 0 Recensioni: 0
- Punti: 0 + 0 Versione: 2.6.5 The application allows Beneficiaries registered via credit advisor service offered by Real Estate Development Fund in KSA. Allows them to: Register New Order/Opportunity Track ... ⥯
-
- EB Alternative
- Android App: Finanza di: Eyeballs Financial LLC
- Gratis
- Listes: 0 + 0 Classificazioni: 0 Recensioni: 0
- Punti: 0 + 0 Versione: 1.0.0 The Eyeballs Financial mobile application serves as a portable version of the Eyeballs Financial dashboard utilized by financial advisors on their web browsers. With this app, ... ⥯
-
- EB mRDC
- Android App: Finanza di: Enterprise Bank PGH
- Gratis
- Listes: 0 + 0 Classificazioni: 0 Recensioni: 0
- Punti: 0 + 0 Versione: 9.4.4823 Conveniently deposit checks anytime, anywhere using your camera-enabled mobile device. This application is intended for existing users of Enterprise Bank EB mRDC service only and ... ⥯
-
- Pershing Advisor Solutions
- Android App: Finanza di: Pershing Advisor Solutions, LLC
- Gratis
- Listes: 0 + 0 Classificazioni: 0 Recensioni: 0
- Punti: 0 + 36 (2.1) Versione: 4.0.41.1 "Get on-the-go access to your accounts held in custody at BNY | Pershing. You may see our name on statements and trade confirmations. We work behind the scenes on behalf of your ... ⥯
-
- Tax Advisor
- Android App: Finanza di: Online Tax Advisor (Pvt) Ltd
- Gratis
- Listes: 0 + 0 Classificazioni: 0 Recensioni: 0
- Punti: 1 + 0 Versione: 5.2.6 It is with great pleasure, that we at Online Tax Advisor (Pvt) Ltd, introduce the first ever mobile phone application dedicated for bringing you news and updates on the Taxation system ⥯
-
- Resolute Wealth Advisor
- Android App: Finanza di: Resolute Wealth Advisor - Client Portal
- Gratis
- Listes: 0 + 0 Classificazioni: 0 Recensioni: 0
- Punti: 0 + 0 Versione: 2.0.1266143 See your complete financial picture and interact with your financial advisor. This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, ... ⥯
-
- Advisor-Investify Plus
- Android App: Finanza di: Jhaveri Securities Ltd.
- Gratis
- Listes: 0 + 0 Classificazioni: 0 Recensioni: 0
- Punti: 0 + 0 Versione: 1.42 tool to empower the IFAs and Wealth Managers on the go. This app is an add-on available to Investify Plus cloud subscription users. With this app, you can: Get up-to-date statistics of ⥯
-
- EB Companion
- Android App: Finanza di: Eastern Bank
- Gratis
- Listes: 0 + 0 Classificazioni: 0 Recensioni: 0
- Punti: 0 + 13 (4.5) Versione: 14.2.0 This app should only be downloaded with specific instructions from Eastern Bank. Eastern Bank s Companion App is designed as a secondary mobile banking app only and should not be used ... ⥯
-
- Advisor Alpha: Stock Investing
- Android App: Finanza di: AdvisorAlpha: Stock Investing
- Gratis
- Listes: 0 + 0 Classificazioni: 0 Recensioni: 0
- Punti: 0 + 0 Versione: 1.0.11 Investment Made Easy: Understand and grow your financial future with AdvisorAlpha, an investment platform designed for modern investors who value precision, insight, and control. ... ⥯