| Developer: | Fynancial, LLC (5) | ||
| Price: | Free | ||
| Rankings: | 0 | ||
| Reviews: | 0 Write a Review | ||
| Lists: | 0 + 0 | ||
| Points: | 0 + 3 (5.0) ¡ | ||
| App Store | |||
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.
Price History
- Today: Free
- Minimum: Free
- Maximum: Free
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Developer
- Fynancial, LLC
- Platforms: iOS Apps (5)
- Lists: 0 + 0
- Points: 0 + 18 ¡
- Rankings: 0
- Reviews: 0
- Discounts: 0
- Videos: 0
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Additional Information
«Fynancial» is a Utilities app for iOS, developed by «Fynancial, LLC». It was first released on and last updated on . This app is currently free. This app has not yet received any ratings or reviews on AppAgg. On App Store, the current store rating is 5.0 based on 3 votes. Available languages: English. AppAgg continuously tracks the price history, ratings, and user feedback for «Fynancial». Subscribe to this app or follow its RSS feed to get notified about future discounts or updates.
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