BankFinancial FUND vs Vector Wealth Client Portal Utilisation & Stats
Fund powered by BankFinancial is a secure portal used to facilitate the exchange of customer communication and documentation across multiple devices. It allows you to safely share and comment on files, view and manage checklists of tasks, capture digital signatures, get updates on loan status, schedule meetings, and stay connected. It’s the all-in-one tool that will help streamline processes and expedite funding. Download the App for exclusive, one-on-one conversation between our customer and our professional team.
Features:
- Secure messaging
- File sharing
- Video conferencing
- Calendar
- Apple App Store
- Gratuit
- Finance
Classement dans le store
- -
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely sending and receiving files with your financial advisor.
• And more!
- Apple App Store
- Gratuit
- Finance
Classement dans le store
- -
BankFinancial FUND VS. 
Vector Wealth Client Portaljanvier 11, 2025