| Udvikler: | Eyeballs Financial LLC (19) | ||
| Pris: | Gratis | ||
| Rangeringer: | 0 | ||
| Anmeldelser: | 0 Skriv en anmeldelse | ||
| Kommentarer: | 0 Skriv kommentar | ||
| Lister: | 0 + 0 | ||
| Point: | 0 + 0 ¡ | ||
| Google Play | |||
Beskrivelse
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
- Platforme: Android Apps (11) iOS Apps (8)
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- FSW Advisor
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Yderligere oplysninger
- Version: 1.18.0
- Kategori:
Android Appsݯkonomi - Operativsystem:
Android 5.0 - Størrelse:
21 Mb - Indholdsklassificering:
Everyone - Google Play Bedømmelse:
0 - Opdateret:
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Kontaktpersoner
- Websted:
http://eyeballsfinancial.com
«FSW Advisor». Platform: Android. Kategori: Økonomi. Udvikler: «Eyeballs Financial LLC». Første udgivelse: . Sidste opdatering: . Nuværende pris: gratis. Denne titel har endnu ikke modtaget vurderinger eller anmeldelser på AppAgg. AppAgg sporer prishistorik, vurderinger og brugerfeedback for «FSW Advisor». Følg fremtidige rabatter og opdateringer via RSS. AppAgg hoster ikke applikationer eller distribuerer software. Alle varemærker, logoer og skærmbilleder tilhører deres respektive ejere.
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