| Concepteur: | Eyeballs Financial LLC (19) | ||
| Prix: | Gratuit | ||
| Classements: | 0 | ||
| Avis: | 0 Rédiger un avis | ||
| Commentaires: | 0 Publier un commentaire | ||
| Listes: | 0 + 0 | ||
| Points: | 0 + 0 ¡ | ||
| Google Play | |||
Description
Here's what clients will find in FourStar Wealth 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.
FourStar Wealth uses Interactive Voice Response (IVR) or "enhanced voiceover" technology that allows clients to ask basic questions about their portfolio. If clients have questions about stocks not in their portfolio, they have the option to save the question and be contacted by their financial advisor.
Access to Financial Statements and reports
Aside from easier and faster access to financial statements, FourStar Wealth enables investors to view quarterly reports, a portfolio appraisal, performance reports, and estimated income.
Scheduling
The app allows clients to schedule an appointment with their financial advisor at their convenience.
Financial Learning
A glossary of frequently used terms in investment can be accessed within the app.
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Concepteur
- Eyeballs Financial LLC
- Plateformes: Android Applications (11) iOS Applications (8)
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- Points: 0 + 5 ¡
- Classements: 0
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- Remises: 0
- Vidéos: 0
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Informations supplémentaires
- Version: 1.21.0
- Catégorie:
Android Applications›Finance - Systèmes d'exploitation:
Android 8.0 - Taille:
26 Mb - Classification du contenu:
Everyone - Google Play Note:
0 - Mis à jour:
- Date de sortie:
«Fourstar Wealth Client». Plateforme : Android. Catégorie : Finance. Développeur : «Eyeballs Financial LLC». Première version : . Dernière mise à jour : . Prix actuel : gratuit. Ce titre n'a pas encore reçu de notes ou d'avis sur AppAgg. AppAgg suit l'historique des prix, les notes et les commentaires des utilisateurs pour «Fourstar Wealth Client». Suivez les futures réductions et mises à jour via RSS. AppAgg n'héberge pas d'applications et ne distribue pas de logiciels. Toutes les marques, logos et captures d'écran appartiennent à leurs propriétaires respectifs.
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