FourstarWealth Client

By Eyeballs Financial LLC on AppTrack Ninja.

FourStar Wealth Advisor App The FourStar Wealth mobile app is the mobile version of the FourStar Wealth 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 interes…

Categories: Finance, Business

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