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Fleming Financial Services

Fleming Financial Services mobile app provides greater visibility into both clients' overall financial picture and Fleming Financial Services' wealth advisory services

Fleming Financial Services mobile app provides greater visibility into both clients' overall financial picture and Fleming Financial Services' wealth advisory services

Fleming Financial Services

by Fleming Financial Services
Fleming Financial Services
Fleming Financial Services
Fleming Financial Services

What is it about?

Fleming Financial Services mobile app provides greater visibility into both clients' overall financial picture and Fleming Financial Services' wealth advisory services.

Fleming Financial Services

App Details

Version
3.4.0
Rating
NA
Size
19Mb
Genre
Business Finance
Last updated
August 22, 2024
Release date
August 3, 2022
More info

App Screenshots

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App Store Description

Fleming Financial Services mobile app provides greater visibility into both clients' overall financial picture and Fleming Financial Services' wealth advisory services.

For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Fleming Financial Services and your Wealth Advisor
• And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.

This application is free to download.

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