Najnowsza wersja
1.0.7 Sejf do zainstalowania
1.0.7 Sejf do zainstalowania
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.
Przegląd
Fynancial to Freeware oprogramowanie w kategorii Narzędzia Systemowe opracowane przez Fynancial, LLC.
Najnowsza wersja Fynancial jest 1.0.7, wydany na 10.07.2025. Początkowo był to dodane do naszej bazy na 10.07.2025.
Fynancial jest uruchamiany w następujących systemach operacyjnych: iOS.
Użytkownicy Fynancial dał pewien oszacowanie od 5 z 5 gwiazdek.
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