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Fourstar Wealth Client
FourStar Wealth mobile app makes it easier for clients to check their portfolio and financial statements. With the enhanced voiceover feature, users can ask questions about their portfolio. They can also schedule an appointment with their financial advisor through the app.

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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스크린샷

#1. Fourstar Wealth Client (Android) 게시자: Eyeballs Financial LLC
#2. Fourstar Wealth Client (Android) 게시자: Eyeballs Financial LLC
#3. Fourstar Wealth Client (Android) 게시자: Eyeballs Financial LLC
#4. Fourstar Wealth Client (Android) 게시자: Eyeballs Financial LLC
#5. Fourstar Wealth Client (Android) 게시자: Eyeballs Financial LLC
#6. Fourstar Wealth Client (Android) 게시자: Eyeballs Financial LLC
#7. Fourstar Wealth Client (Android) 게시자: Eyeballs Financial LLC
#8. Fourstar Wealth Client (Android) 게시자: Eyeballs Financial LLC
#9. Fourstar Wealth Client (Android) 게시자: Eyeballs Financial LLC
#10. Fourstar Wealth Client (Android) 게시자: Eyeballs Financial LLC

새로운 기능

  • 버전: 1.21.0
  • 업데이트:
  • Bug fixes and performance improvements

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  • 버전: 1.21.0
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«Fourstar Wealth Client». 플랫폼: Android. 카테고리: 금융. 개발자: «Eyeballs Financial LLC». 첫 번째 릴리스: . 마지막 업데이트: . 현재 가격: 무료. 이 타이틀은 아직 AppAgg에서 평가나 리뷰를 받지 못했습니다. AppAgg는 «Fourstar Wealth Client»의 가격 기록, 평점 및 사용자 피드백을 추적합니다. 향후 할인 및 업데이트 받기: RSS에서 확인할 수 있습니다. AppAgg는 애플리케이션을 호스팅하거나 소프트웨어를 배포하지 않습니다. 모든 상표, 로고 및 스크린샷은 해당 소유자의 자산입니다.

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