FourstarWealth Client 1.21.0
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Free Version
Publisher Description
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 interested in learning about. This enables them to tailor their stock recommendations accordingly.
Here's what financial advisors will find in the FourStar Wealth 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 when necessary.
Proactive Alerts and Notifications
Financial Advisors will receive email notifications for appointment schedules.
Client Support
The FourStar Wealth app allows financial advisors to know what stocks a client might be interested in adding to their portfolio through remote inquiries.
FourStar Wealth Client App
FourStar Wealth mobile app makes it easier for clients to check their portfolio and financial statements. With the enhanced voiceover feature, users can ask questions about their portfolio. They can also schedule an appointment with their financial advisor through the app.
Here's what clients will find in FourStar Wealth 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.
FourStar Wealth uses Interactive Voice Response (IVR) or "enhanced voiceover" technology that allows clients to ask basic questions about their portfolio. If clients have questions about stocks not in their portfolio, they have the option to save the question and be contacted by their financial advisor.
Access to Financial Statements and reports
Aside from easier and faster access to financial statements, FourStar Wealth enables investors to view quarterly reports, a portfolio appraisal, performance reports, and estimated income.
Scheduling
The app allows clients to schedule an appointment with their financial advisor at their convenience.
Financial Learning
A glossary of frequently used terms in investment can be accessed within the app.
Jan 22, 2024
Version 1.21.0
Bug fixes and performance improvements
About FourstarWealth Client
FourstarWealth Client is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops FourstarWealth Client is Eyeballs Financial LLC. The latest version released by its developer is 1.21.0.
To install FourstarWealth Client on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2024-01-22 and was downloaded 2 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the FourstarWealth Client as malware if the download link is broken.
How to install FourstarWealth Client on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the FourstarWealth Client is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After FourstarWealth Client is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
