Última versión
1.0.7 Seguro para instalar
1.0.7 Seguro para instalar
What is Fynancial:
- Fynancial is a mobile and web-based platform designed to enhance the client experience for Registered Investment Advisory (RIA) firms. It provides a personalized communication channel allowing RIAs to engage with their clients directly on their preferred devices.
Who is Fynancial for:
- The app is exclusively available to clients of partner RIAs. Access requires having an active online account associated with the respective advisory firm.
Features for Clients:
- Access your firm's newsfeed to stay informed about updates and insights.
- Participate in scheduled Zoom meetings with your Financial Advisor.
- View integrated financial planning resources, including your eMoney client portal and secure vault.
- Receive market insights and analysis shared by your Financial Advisor.
- Communicate privately through direct messaging with your financial professional.
- Invite family members, such as children and grandchildren, to learn from trusted professionals in a secure environment.
Note: Fynancial is a companion application for clients of RIAs utilizing the Fynancial multi-tenant platform. Clients should contact their Financial Advisor to obtain login credentials and account details for access.
Resumen
Fynancial es un software de Freeware en la categoría de Utilidades del Sistema desarrollado por Fynancial, LLC.
La última versión de Fynancial es 1.0.7, aparecido en 10/07/2025. Inicialmente fue agregado a nuestra base de datos en 10/07/2025.
Fynancial se ejecuta en los siguientes sistemas operativos: iOS.
Los usuarios de Fynancial le dio una calificación de 5 fuera de 5 estrellas.
Imágenes (click para ampliar)
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