| Desarrollador: | Eyeballs Financial LLC (19) | ||
| Precio: | Gratis | ||
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| Opiniones: | 0 Escribir una opinión | ||
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| Google Play | |||
Descripción
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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Desarrollador
- Eyeballs Financial LLC
- Plataformas: Android Aplicaciones (11) iOS Aplicaciones (8)
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Información adicional
- Versión: 1.18.0
- Categoría:
Android Aplicaciones›Finanzas - Sistemas operativos:
Android 5.0 - Tamaño:
21 Mb - Clasificación de contenido:
Everyone - Google Play Puntuación:
0 - Actualizado:
- Fecha de lanzamiento:
Contactos
- Sitio:
http://eyeballsfinancial.com
«FSW Advisor». Plataforma: Android. Categoría: Finanzas. Desarrollador: «Eyeballs Financial LLC». Primer lanzamiento: . Última actualización: . Precio actual: gratis. Este título aún no ha recibido calificaciones ni reseñas en AppAgg. AppAgg rastrea el historial de precios, las calificaciones y los comentarios de los usuarios para «FSW Advisor». Siga futuros descuentos y actualizaciones a través de RSS. AppAgg no aloja aplicaciones ni distribuye software. Todas las marcas comerciales, logotipos y capturas de pantalla pertenecen a sus respectivos propietarios.
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