| Vývojář: | Fynancial, LLC (5) | ||
| Cena: | Zdarma | ||
| Hodnocení: | 0 | ||
| Recenze: | 0 Napsat recenzi | ||
| Seznamy: | 0 + 0 | ||
| Body: | 0 + 3 (5.0) ¡ | ||
| App Store | |||
Popis
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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- Minimální: Zdarma
- Maximální: Zdarma
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Vývojář
- Fynancial, LLC
- Platformy: iOS Aplikace (5)
- Seznamy: 0 + 0
- Body: 0 + 18 ¡
- Hodnocení: 0
- Recenze: 0
- Slevy: 0
- Videa: 0
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Další informace
- Verze: 0.1.1
- Kategorie:
iOS Aplikace›Utility - OS:
iPad,iPhone,iOS 15.1 a vyšší - Velikost:
42 Mb - Podporovaný jazyk:
English - Hodnocení obsahu:
4+ - App Store Hodnocení:
5.0(3) - Aktualizováno:
- Datum vydání:
Fynancial Krátká adresa URL: Zkopírováno!- 🌟 Sdílet
- App Store
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