| Vývojář: | Eyeballs Financial LLC (19) | ||
| Cena: | Zdarma | ||
| Hodnocení: | 0 | ||
| Recenze: | 0 Napsat recenzi | ||
| Komentáře: | 0 Přidat komentář | ||
| Seznamy: | 0 + 0 | ||
| Body: | 0 + 0 ¡ | ||
| Google Play | |||
Popis
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 FourStar Wealth 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 when necessary.
Proactive Alerts and Notifications
Financial Advisors will receive email notifications for appointment schedules.
Client Support
The FourStar Wealth 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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- Eyeballs Financial LLC
- Platformy: Android Aplikace (11) iOS Aplikace (8)
- Seznamy: 0 + 0
- Body: 0 + 5 ¡
- Hodnocení: 0
- Recenze: 0
- Komentáře: 0
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Další informace
- Verze: 1.18.0
- Kategorie:
Android Aplikace›Finance - OS:
Android 5.0 - Velikost:
21 Mb - Hodnocení obsahu:
Everyone - Google Play Hodnocení:
0 - Aktualizováno:
- Datum vydání:
Kontakty
http://eyeballsfinancial.com «FSW Advisor». Platforma: Android. Kategorie: Finance. Vývojář: «Eyeballs Financial LLC». První vydání: . Poslední aktualizace: . Aktuální cena: zdarma. Tento titul zatím na AppAgg nezískal hodnocení ani recenze. AppAgg sleduje historii cen, hodnocení a zpětnou vazbu od uživatelů «FSW Advisor». Sledujte budoucí slevy a aktualizace prostřednictvím RSS. AppAgg nehostuje aplikace ani nedistribuuje software. Všechny ochranné známky, loga a snímky obrazovky patří jejich příslušným vlastníkům.
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