College Savings Plan 與 EB Advisor 使用情況與統計

This app is different from other college savings calculators in the market today in that it calculates the college cost in today's dollars that you can afford based on your savings plan. Knowing the affordable college cost assists you in choosing a private or public and in-state or out-of-state college that best suits your financial circumstances. This calculator also computes the total yearly savings needed and how much shortfall or excess you have with your current savings plan, given a certain college cost inputted by you. Additionally, this app provides you with a lump-sum contribution amount that you can make today instead of yearly savings to fund your child's college education. This app lays out the current savings plan and a proposed plan with options to achieve the college savings goal. You can email the savings plan in tabular or graphical views to yourself or others. The app also saves your inputs across the launches upon successful calculation of the college cost.

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EB Advisor

EB Advisor App The EB Advisor mobile app is the mobile version of the Eyeballs Financial 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 EB Advisor 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 them when necessary. Proactive Alerts and Notifications Financial Advisors will receive email notifications for appointment schedules. Client Support The EB Advisor app allows financial advisors to know what stocks a client might be interested in adding to their portfolio through remote inquiries. Notes: The App is designed for any company. This app will be distributed worldwide. Users are enrolled on our admin dashboard. Then, used that enrolled account in the app.