MyFinlAdvisor 1.0 - App Store

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About MyFinlAdvisor

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...

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

Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

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Previous Versions

Here you can find the changelog of MyFinlAdvisor since it was posted on our website on 2017-01-03 17:53:31. The latest version is 1.0 and it was updated on 2024-04-22 18:42:25. See below the changes in each version.

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