Vývojář: Fynancial, LLC (5)
Cena: Zdarma
Hodnocení: 0 
Recenze: 0 Napsat recenzi
Seznamy: 0 + 0
Body: 0 + 3 (5.0) ¡
App Store

Popis

Fynancial
What is Fynancial:

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.
Víc ↓

Novinky

  • Verze: 0.1.1
  • Aktualizováno:
  • Minor bug fixes

Cena

  • Dnes: Zdarma
  • Minimální: Zdarma
  • Maximální: Zdarma
Sledovat ceny

Vývojář

Body

0 ☹️

Hodnocení

0 ☹️

Seznamy

0 ☹️

Recenze

Buďte první, kdo bude hodnotit 🌟

Další informace

FynancialFynancial Krátká adresa URL: Zkopírováno!
  • 🌟 Sdílet
  • App Store

Mohlo by se Vám také líbit

    • Financial Fitness App
    • iOS Aplikace: Finance  Podle: Fynancial, LLC
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 15 (4.9)  Verze: 4.0.3   Financial Fitness Builds Stronger Employees Through Budget and Investment Training. The Financial Fitness Training Program is a 6-week online class that walks step for step with your ...
        ⥯ 
    • Cedar Gap Wealth Management
    • iOS Aplikace: Finance  Podle: Fynancial, LLC
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 0  Verze: 1.0.5   The Cedar Gap Wealth Management app offers a user-friendly platform that allows clients to stay informed with timely content on market trends and financial planning topics. Cedar Gap ...
        ⥯ 
    • Questar Capital Partners
    • iOS Aplikace: Finance  Podle: Fynancial, LLC
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 0  Verze: 1.2.5   The Questar Capital Partners app offers a user-friendly platform that allows clients to stay informed with timely content on market trends and financial planning topics. Questar ...
        ⥯ 
    • Crescent Harbor Private Wealth
    • iOS Aplikace: Finance  Podle: Fynancial, LLC
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 0  Verze: 1.1.16   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 ...
        ⥯ 

Mohlo by se Vám také líbit

Vyhledávací operátory, které můžete použít v AppAggu
Přidat do AppAgg
AppAgg
Začněte – je to zdarma.
Registrace
Přihlásit se