North Fork Financial mobile app provides greater visibility into both clients' overall financial picture and North Fork Financial's wealth advisory services
North Fork Financial Mobile
What is it about?
North Fork Financial mobile app provides greater visibility into both clients' overall financial picture and North Fork Financial's wealth advisory services.
App Screenshots
App Store Description
North Fork Financial mobile app provides greater visibility into both clients' overall financial picture and North Fork Financial's 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 North Fork Financial 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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