| Concepteur: | Fynancial (4) | ||
| Prix: | Gratuit | ||
| Classements: | 0 | ||
| Avis: | 0 Rédiger un avis | ||
| Listes: | 0 + 0 | ||
| Points: | 0 + 0 ¡ | ||
| Google Play | |||
Description
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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- Version: 0.1.5
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- Fynancial
- Plateformes: Android Applications (4)
- Listes: 0 + 0
- Points: 0 + 0 ¡
- Classements: 0
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Informations supplémentaires
- Version: 0.1.5
- Catégorie:
Android Applications›Finance - Systèmes d'exploitation:
Android 7.0 - Taille:
24 Mb - Classification du contenu:
Everyone - Google Play Note:
0 - Mis à jour:
- Date de sortie:
Contacts
- Site Web:
https://fynancial.com/
Fynancial URL courte: Copié!- 🌟 Partager
- Google Play
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