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.
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
Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.
MyFinlAdvisor is a free software application from the Office Suites & Tools subcategory, part of the Business category.
The app is currently available in English and it was last updated on 2017-01-02. The program can be installed on iOS.
MyFinlAdvisor (version 1.0) has a file size of 78.01 MB and is available for download from our website.
Just click the green Download button above to start. Until now the program was downloaded 0 times.
We already checked that the download link to be safe, however for your own protection we recommend that you scan the downloaded software with your antivirus.