기술
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.
Ad
스크린샷
새로운 기능
- 버전: 0.1.5
- 업데이트:
가격
- 오늘: 무료
- 최소: 무료
- 최대: 무료
가격 추적
Ad
포인트
0 ☹️
순위
0 ☹️
목록
0 ☹️
- Fynancial
리뷰
첫 번째 리뷰를 남겨보세요 🌟
추가 정보
주소록
- 웹사이트:
https://fynancial.com/
Fynancial 단축 URL: 복사됨!- 🌟 공유하기
- Google Play
당신은 또한 같은 수 있습니다
-
- Financial Fitness App
- Android 앱: 비즈니스 게시자: Fynancial
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 0 버전: 0.0.3 The Financial Fitness Training Program is a 6-week online class that walks step for step with your employees. This is the class your school should have taught you. During Financial ... ⥯
-
- Crescent Harbor
- Android 앱: 비즈니스 게시자: Fynancial
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 0 버전: 0.1.0 The Crescent Harbor app offers a user-friendly platform that allows clients to stay informed with timely content on market trends and financial planning topics. Crescent Harbor app ... ⥯