- Pagina principale
- Analisi delle app
- Currence
- Currence Vs. Advisor360°®
Currence vs. Advisor360°® Utilizzo e statistiche
Currence is proven – in the real world – to help you live fully today, comfortably tomorrow and achieve financial freedom faster. Join the movement.
Currence helps you achieve financial freedom faster because it’s more than just an app. Currence is a proven wealth-building philosophy that provides the best of both worlds: Your ability to live fully today while ensuring a comfortable, financially secure tomorrow.
Let’s face it, in today’s fast-paced world, most people struggle to save.
After receiving paychecks – and paying for taxes and living expenses – there is often little left. Even as income increases over time, expenses naturally move in parallel. With Currence, there is finally a solution that changes this non-productive course.
Currence is a proven savings platform that, unlike conventional methods, allows you to build your savings while maintaining your lifestyle. That’s because the exclusive Currence “reservoir” account captures income – before it gets spent – giving you the chance to create new passive income streams that build your cash flow momentum.
Financial strategists recommend Currence because it moves the center of financial decision-making from your checking account (or “spending account”) to your Currence reservoir (a cash preservation and growth account).
Plus, while Currence ensures you are in total control of your financial picture – always able to see your cash levels, transaction histories and progress – you are never alone. That’s because your strategist is also tracking your real-time progress and receiving alerts to reach out to you (above and beyond your regular consultations) whenever there’s an opportunity to increase your financial momentum and maximize your wealth.
With Currence in your hands, and your Currence strategist as your guide, you’ll quickly realize what a growing legion of users already know: Currence is how smart money flows. Join the movement.
Download the app today and visit us at livecurrence.com
- App Store di Apple
- Gratis
- Finanza
Classifica degli store
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Use the Advisor360° mobile app to stay connected to your business anytime, anywhere. The app provides secure access to your business, and market snapshots, and lets you perform key business tasks on your mobile device easily and securely.
· Easily view key business details using our Quick Tile design
· Place trades, view order status, and deposit checks
· Receive alerts about changes in your practice and client portfolios
· Look up CRM contacts, households, and account holdings
· Create and view activities and review case workflows
· View account and household performance
· Send and receive secure messages and texts with clients
· View market snapshots
IMPORTANT INFORMATION REGARDING THIS APP
The Advisor360°® mobile application is exclusively for use by advisors, staff, and employees who use the Advisor360° app in conjunction with the Advisor360° platform. An Advisor360° login is required. Use of the Advisor360° mobile app is subject to all applicable Advisor360° policies and procedures, including those set forth in any compliance manuals and privacy notices.
- App Store di Apple
- Gratis
- Finanza
Classifica degli store
- -
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Currence VS.
Advisor360°®
gennaio 1, 2025