VIA Momentum
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Preuzimanja
Svako
info
O aplikaciji
The Via app provides financial advisers with on the go, real-time access to information about their client’s financial portfolio, empowering them with the necessary information to assist their client’s with their financial wellness journey.
Advisers can do the following using the VIA mobile app:
· Use biometrics to log in
· View list of all your clients
· View individual client profile
· View Momentum products that your client has
· View product details
· Create and save notes on a client
· Track progress of myriad new business applications
· Provide in app feedback
Advisers can do the following using the VIA mobile app:
· Use biometrics to log in
· View list of all your clients
· View individual client profile
· View Momentum products that your client has
· View product details
· Create and save notes on a client
· Track progress of myriad new business applications
· Provide in app feedback
Ažurirano dana
Sigurnost počinje razumijevanjem na koji način programeri prikupljaju i dijele vaše podatke. Privatnost podataka i sigurnosne prakse se mogu razlikovati ovisno o korištenju, regiji i dobi. Programer je pružio ove informacije i može ih s vremenom ažurirati.
Ova aplikacija može dijeliti ove vrste podataka s trećim stranama
Lične informacije, Aktivnost aplikacija i Informacije o aplikacijama i performanse
Ova aplikacija može prikupljati ove vrste podataka
Lične informacije, Aktivnost aplikacija i još 2
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Šta ima novo
Introducing Momentum Wills and Trusts as a new Product Provider in Client View
Enhanced view and filters for Notifications
Enhanced view and filters for Notifications
