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Version
1.0
Size
70.97 Mb
Updated
9 years ago
Released
02 Jan 2017
Screenshots
Description
MyFinlAdvisor™ is a revolutionary mobile app that helps financial advisors and their clients work better together. With MyFinlAdvisor financial advisors can keep their clients up to date and securely deliver personalized content, helping them understand the changing wealth management landscape. MyFinlAdvisor builds the relationship between clients and their financial advisors, and collaborate on building their financial futures.
Highlights:
• Financial Advisors control access and provisioning
• Phone and Tablet user experiences
• Automated updates with monthly videos, newsletters, market summaries and alerts
• Enables targeted content delivery to individual clients or groups
• Leverage financial advisors’ blog content and notifies clients of upcoming events
• Quick client access to phone and email contact methods, maps to their financial advisor’s office and the ability to request an appointment
Estimates
Availability
Devices
iPad2Wifi
iPad23G
iPhone4S
iPadThirdGen
iPadThirdGen4G
iPhone5
iPodTouchFifthGen
iPadFourthGen
iPadFourthGen4G
iPadMini
iPadMini4G
iPhone5c
iPhone5s
iPadAir
iPadAirCellular
iPadMiniRetina
iPadMiniRetinaCellular
iPhone6
iPhone6Plus
iPadAir2
iPadAir2Cellular
iPadMini3
iPadMini3Cellular
iPodTouchSixthGen
iPhone6s
iPhone6sPlus
iPadMini4
iPadMini4Cellular
iPadPro
iPadProCellular
iPadPro97
iPadPro97Cellular
iPhoneSE
iPhone7
iPhone7Plus
Pricing by country
| Country | Price |
|---|---|
| USA | free |
