Fynancial 1.0.7

Fynancial, LLC ❘ Freeware ❘
iOS
fuori voti 3

Ultima versione
1.0.7 Cassaforte da installare

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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.

Panoramica

Fynancial è un software Freeware nella categoria Utilità di Sistema sviluppato da Fynancial, LLC.

L'ultima versione di Fynancial is 1.0.7, pubblicato su 10/07/2025. Inizialmente è stato aggiunto al nostro database su 10/07/2025.

Fynancial viene eseguito sui seguenti sistemi operativi: iOS.

Gli utenti di Fynancial ha dato un punteggio di 5. 5 stelle su 5.

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Ultima versione
1.0.7

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