VIA Momentum

Momentum Metropolitan Life Ltd.

About this app

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

Ratings and reviews

Very useful and easy to navigate

Just updated the app, then it says i need to install the latest version????

Love it. Thank you!

What's new

Introducing Momentum Wills and Trusts as a new Product Provider in Client View
Enhanced view and filters for Notifications