publisher
category
price
Freestore
Reviews
0 (0)
United States
Description
EB Advisor App The EB Advisor mobile app is the mobile version of the Eyeballs Financial dashboard that financial advisors access from their web browser. The mobile app makes it easier for financial advisors to assist their clients with their inquiries and appointment scheduling by allowing them to respond to a client's request or rejection of an appointment directly from their phones and without the need for direct communication. The Remote Inquiries feature contains questions from specific clients that allow advisors to know the issues or stocks their clients are most interested in learning about. This enables them to tailor their stock recommendations accordingly. Here's what financial advisors will find in the EB Advisor mobile app: Accessibility The app uses the email address registered in Orion. System sends a One Time password to the email address. Access to the app requires a verification process which includes creating a PIN for access. Account Management Financial Advisors can manage their client's accounts via the app. Account management includes activating inactive clients and deactivating them when necessary. Proactive Alerts and Notifications Financial Advisors will receive email notifications for appointment schedules. Client Support The EB Advisor app allows financial advisors to know what stocks a client might be interested in adding to their portfolio through remote inquiries. Notes: The App is designed for any company. This app will be distributed worldwide. Users are enrolled on our admin dashboard. Then, used that enrolled account in the app.
Category Ranking
Review Breakdown
Screenshots
Download & Revenue
About
Bundle Id
com.eyeballsfinancial.eb-advisorMin Os. Version
11.0Release Date
Wed, Jun 15, 2022Update Date
Mon, Feb 19, 2024Content Rating
4+Has IMessage
NoSupport Watch
NoSupport Siri
NoFile Size
38.78MBHas Game Center
NoFamily Sharing
YesSupport Passbook
NoSupported Languages
EnglishSupport
What's New
version
1.0.17updated
3 months agoBug fixes and performance improvements.
Newsletter
Subscribe our newsletter and get useful information every week.
Publisher's Other Apps
Other Finance Apps
Similar Apps
Stay Ahead of the Market with StoreSpy
Start NowNever miss opportunities
Watch your competitors closely
Start boosting your app right away