You are using an outdated browser. Please
upgrade your browser to improve your experience.
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
VIA Momentum
by Momentum Metropolitan Life Ltd.
What is it about?
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.
App Screenshots
App Store Description
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
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.
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.
