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Fynancial

What is Fynancial:

What is Fynancial:

Fynancial

by Fynancial, LLC
Fynancial
Fynancial
Fynancial

What is it about?

What is Fynancial:

Fynancial

App Details

Version
0.0.23
Rating
NA
Size
75Mb
Genre
Utilities Lifestyle
Last updated
October 23, 2024
Release date
December 20, 2022
More info

App Screenshots

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App Store Description

What is Fynancial:




Fynancial is a mobile and web application, designed to help Registered Investment Advisory firms to create a personalized end-user experience for their clients. Fynancial enables RIAs (Registered Investment Advisors) to communicate with their clients where they are: on the phone.




Who is Fynancial for:




Only clients of our Registered Investment Advisor partners may use this app. Clients must also have an online account to use Fynancial.




Fynancial Features for Clients:




- View your Firm's newsfeed

- Attend scheduled Zoom calls with your Financial Advisor

- View your eMoney client portal, vault, and other useful financial planning information

- Access market insights provided by your Financial Advisor

- Communicate privately with your Financial Advisor via DMs

- Invite your kids and grandkids to learn from professionals that you trust




Please Note: Fynancial is a companion app for Registered Investment Advisor professionals, that use the Fynancial multi-tenet platform. If you are a client, please reach out to your Financial Advisor for your account information, so that you may log in to the app.

Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.