Fynancial 1.0.7

Fynancial, LLC ❘ Freeware ❘
iOS
av 3 röster

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What is Fynancial:

<ul>
<li>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.</li>
</ul>

Who is Fynancial for:

<ul>
<li>The app is exclusively available to clients of partner RIAs. Access requires having an active online account associated with the respective advisory firm.</li>
</ul>

Features for Clients:

<ul>
<li>Access your firm's newsfeed to stay informed about updates and insights.</li>
<li>Participate in scheduled Zoom meetings with your Financial Advisor.</li>
<li>View integrated financial planning resources, including your eMoney client portal and secure vault.</li>
<li>Receive market insights and analysis shared by your Financial Advisor.</li>
<li>Communicate privately through direct messaging with your financial professional.</li>
<li>Invite family members, such as children and grandchildren, to learn from trusted professionals in a secure environment.</li>
</ul>

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.

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