價格:免費
更新日期:2019-05-14
檔案大小:31M
目前版本:1.3.0
版本需求:Android 5.0 以上版本
官方網站:https://www.momentum.co.za
Email:viamobile@momentum.co.za
聯絡地址:268 West Avenue Centurion Gauteng 0157 South Africa
The Via app provides financial advisers with on the go, real-time access to information about their client’s financial portfolio, empowering them with the necessary information to assist their client’s with their financial wellness journey.
Advisers can do the following using the VIA mobile app:
· Use biometrics to log in
· View list of all your clients
· View individual client profile
· View Momentum products that your client has
· View product details
· Create and save notes on a client
· Track progress of myriad new business applications
· Provide in app feedback