Fynancial 1.0.7

Fynancial 1.0.7

Fynancial, LLC  ❘ Logiciel gratuit
iOS
hors 3 votes
Dernière version
1.0.7
Coffre-fort à installer
EXCELLENT User Rating

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.

Vue d'ensemble

Fynancial est un logiciel de Logiciel gratuit dans la catégorie Utilitaires Système développé par Fynancial, LLC.

La dernière version de Fynancial est 1.0.7, publié sur 10/07/2025. Au départ, il a été ajouté à notre base de données sur 10/07/2025.

Fynancial s’exécute sur les systèmes d’exploitation suivants : iOS.

Utilisateurs de Fynancial a donné une cote de 5 étoiles sur 5.

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