| Utvecklare: | Eyeballs Financial LLC (6) | ||
| Pris: | Gratis | ||
| Betyg: | 0 | ||
| Recensioner: | 0 Skriv en recension | ||
| Listor: | 0 + 0 | ||
| Poäng: | 0 + 0 ¡ | ||
| App Store | |||
Beskrivning
The EB Advisor mobile app is the mobile version of the Eyeballs Financial dashboard that financial advisors access from their web browser.
The mobile app makes it easier for financial advisors to assist their clients with their inquiries and appointment scheduling by allowing them to respond to a client's request or rejection of an appointment directly from their phones and without the need for direct communication.
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 EB Advisor 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 them when necessary.
Proactive Alerts and Notifications
Financial Advisors will receive email notifications for appointment schedules.
Client Support
The EB Advisor app allows financial advisors to know what stocks a client might be interested in adding to their portfolio through remote inquiries.
Notes:
The App is designed for any company.
This app will be distributed worldwide.
Users are enrolled on our admin dashboard. Then, used that enrolled account in the app.
Skärmbilder
Pris
- Idag: Gratis
- Minsta: Gratis
- Maximalt: Gratis
Bevaka priser
Utvecklare
- Eyeballs Financial LLC
- Plattformar: iOS Appar (6)
- Listor: 0 + 0
- Poäng: 0 + 5 ¡
- Betyg: 0
- Recensioner: 0
- Rabatter: 0
- Videor: 0
- RSS: Prenumerera
Poäng
0 ☹️
Betyg
0 ☹️
Listor
0 ☹️
Recensioner
Var den första att granska 🌟
Ytterligare information
EB Advisor Kort webbadress: Kopierad!- 🌟 Dela
- App Store
Du kanske också gillar
-
- Advisor X By REDVision
- iOS Appar: Ekonomi Av: RedVision Global Technologies Pvt. Ltd.
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Version: 0.0.84 Advisor X is an Artificial Intelligence-based WHITE LABELLED Multi Assets management SaaS platform for India s Top Financial Advisors. Place Mutal Funds Transactions! An advisor can ... ⥯
-
- Advisor Mobile
- iOS Appar: Ekonomi Av: mydesq AG
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Version: 1.8.1 Advisor Online stands as a cutting-edge application designed exclusively for Wealth Management professionals, including Asset Managers, Wealth Managers, and Compliance Officers. This ... ⥯
-
- EB Alternative
- iOS Appar: Ekonomi Av: Eyeballs Financial LLC
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Version: 1.0.0 The Eyeballs Financial mobile application serves as a portable version of the Eyeballs Financial dashboard utilized by financial advisors on their web browsers. With this app, ... ⥯
-
- AB Advisor
- iOS Appar: Ekonomi Av: AB Advisor JSV, UAB
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 1 + 0 Version: 24.1.0 At AB Advisor we believe that a reliable and convenient digital banking account is essential for both companies and individuals. Our goal is to empower our customers with a perfect ... ⥯
-
- EB mRDC
- iOS Appar: Ekonomi Av: Enterprise Bank PGH
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Version: 10.5.1418 Conveniently deposit checks anytime, anywhere using your camera-enabled mobile device. This application is intended for existing users of Enterprise Bank EB mRDC service only and ... ⥯
-
- Advisor 2 - FI
- iOS Appar: Ekonomi Av: صندوق التنمية العقارية
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Version: 0.5.7 The application allows Banks/Financiers of beneficiaries' projects registered via credit advisor service offered by Real Estate Development Fund in KSA. Allows them to : - Manage and ... ⥯
-
- Aven Advisor: Credit Check App
- iOS Appar: Ekonomi Av: Aven Financial
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 3,940 (4.6) Version: 2.3.212 The Aven Advisor app is the easiest way to understand your wealth. Check your credit score, monitor your home equity, view personalized loan offers and more all in one free, secure ... ⥯
-
- AI Finance Advisor
- iOS Appar: Ekonomi Av: Infisecurity
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 7 (4.4) Version: 1.0 Introducing AI Finance Advisor, the revolutionary app designed to transform how you manage your finances and achieve financial goals. Whether you're looking to budget effectively, ... ⥯
-
- Schwab Advisor Center® Mobile
- iOS Appar: Ekonomi Av: The Charles Schwab Corporation
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 36 (2.3) Version: 6.1.2 The Schwab Advisor Center® Mobile Application makes it easy for independent registered investment advisors with a valid login to monitor and manage client accounts from their iPhone ... ⥯
-
- InvestUSA: DIY Robo-Advisor
- iOS Appar: Ekonomi Av: Nic Tustin
- $4.99
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 1 + 0 Version: 25.10 InvestUSA is a convenient way to manage and grow your finances. Make informed decisions strategically across key markets with ease. Discover exactly which American Exchange Traded ... ⥯
-
- Dominant | Portfolio Advisor
- iOS Appar: Ekonomi Av: Ivan Kostenko
- * Gratis
- Listor: 1 + 0 Betyg: 0 Recensioner: 0
- Poäng: 17 + 1 (5.0) Version: 10.0.3 Dominant Build Your Portfolio with AI Stop guessing. Start building. Dominant helps you create and manage a strong, diversified portfolio with the power of AI. Whether you're starting ... ⥯
-
- Moduit Advisor
- iOS Appar: Ekonomi Av: Moduit Digital Indonesia, PT
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Version: 2.1.3 Moduit Advisor app provides Moduit Advisor Partners with the tools to stay on top of their customer management, from leads tracking, transacting to income planning. With this app, ... ⥯
-
- Stocks Advisor: Find Top Stock
- iOS Appar: Ekonomi Av: KYOTO K.K.
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 1 + 1,824 (4.3) Version: 3.1 Stocks Advisor app scans US stock market at a glance with stock screener to signal the best stock opportunities on every trading day. Stocks screener allows consumers to filter nasdaq, ⥯
-
- The Advisor Lab
- iOS Appar: Ekonomi Av: PCS Retirement, LLC
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Version: 1.2.0 Designed with financial advisors in mind, the Advisor Lab is your most powerful partner for retirement plan growth. Discover opportunities Advanced lead generation with Market Insights ⥯