Fynancial 1.0.7

Fynancial 1.0.7

Fynancial, LLC  ❘ Бесплатное ПО
iOS
из 3 голосов
Последняя версия
1.0.7
Сейф для установки
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.

Обзор

Fynancial — это Бесплатное ПО программное обеспечение в категории Системные утилиты, разработанное Fynancial, LLC.

Последняя версия Fynancial-1.0.7, выпущенный на 10.07.2025. Первоначально он был добавлен в нашу базу данных на 10.07.2025.

Fynancial работает на следующих операционных системах: iOS.

Пользователи Fynancial дал ему Рейтинг 5 из 5 звезд.

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