Senaste versionen
1.0.7 Säkert att installera
1.0.7 Säkert att installera
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.
Översikt
Fynancial är en Freeware programvara i den kategorin Systemverktyg utvecklats av Fynancial, LLC.
Den senaste versionen av Fynancial är 1.0.7, släppt på 2025-07-10. Det lades ursprungligen till vår databas på 2025-07-10.
Fynancial körs på följande operativsystem: iOS.
Användare av Fynancial gav det betyget 5 av 5 stjärnor.
Screenshots (Klicka för större)
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