| Udvikler: | Fynancial (4) | ||
| Pris: | Gratis | ||
| Rangeringer: | 0 | ||
| Anmeldelser: | 0 Skriv en anmeldelse | ||
| Lister: | 0 + 0 | ||
| Point: | 0 + 0 ¡ | ||
| Google Play | |||
Beskrivelse
Fynancial is a mobile and web application, designed to help Registered Investment Advisory firms to create a personalized end-user experience for their clients. Fynancial enables RIAs (Registered Investment Advisors) to communicate with their clients where they are: on the phone.
Who is Fynancial for:
Only clients of our Registered Investment Advisor partners may use this app. Clients must also have an online account to use Fynancial.
Fynancial Features for Clients:
- View your Firm's newsfeed
- Attend scheduled Zoom calls with your Financial Advisor
- View your eMoney client portal, vault, and other useful financial planning information
- Access market insights provided by your Financial Advisor
- Communicate privately with your Financial Advisor via DMs
- Invite your kids and grandkids to learn from professionals that you trust
Please Note: Fynancial is a companion app for Registered Investment Advisor professionals, that use the Fynancial multi-tenet platform. If you are a client, please reach out to your Financial Advisor for your account information, so that you may log in to the app.
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- Fynancial
- Platforme: Android Apps (4)
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Yderligere oplysninger
- Version: 0.1.5
- Kategori:
Android Appsݯkonomi - Operativsystem:
Android 7.0 - Størrelse:
24 Mb - Indholdsklassificering:
Everyone - Google Play Bedømmelse:
0 - Opdateret:
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Kontaktpersoner
- Websted:
https://fynancial.com/
Fynancial Kort webadresse: Kopieret!- 🌟 Del
- Google Play
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