Entwickler: Sowell Management (2)
Preis: Kostenlos
Klassifizierungen: 0 
Rezensionen: 0 Rezension schreiben
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Google Play

Beschreibung

FLEX Connect Mobile
FLEX Connect Mobile app provides greater visibility into both clients' overall financial picture and FLEX Connect's wealth advisory services.

For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for FLEX Connect and your Wealth Advisor
• And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.

This application is free to download.
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#1. FLEX Connect Mobile (Android) Von: Sowell Management
#2. FLEX Connect Mobile (Android) Von: Sowell Management
#3. FLEX Connect Mobile (Android) Von: Sowell Management
#4. FLEX Connect Mobile (Android) Von: Sowell Management
#5. FLEX Connect Mobile (Android) Von: Sowell Management
#6. FLEX Connect Mobile (Android) Von: Sowell Management
#7. FLEX Connect Mobile (Android) Von: Sowell Management
#8. FLEX Connect Mobile (Android) Von: Sowell Management
#9. FLEX Connect Mobile (Android) Von: Sowell Management
#10. FLEX Connect Mobile (Android) Von: Sowell Management

Neue Funktionen

  • Version: 3.4.0
  • Aktualisiert:
  • User experience improvements

Preis

  • Heute: Kostenlos
  • Mindestens: Kostenlos
  • Maximale: Kostenlos
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Weitere informationen

  • Version: 3.4.0
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  • Veröffentlichungsdatum:
FLEX Connect MobileFLEX Connect Mobile Kurz-URL: Kopiert!
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