BankFinancial FUND 與 Legacy Financial Advisors 使用情況與統計
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
- 免費版
- 金融
商店排名
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The Legacy Financial Advisors app is a mobile client portal exclusively for Legacy Financial Advisors clients.
The app gives clients a convenient, centralized location for accessing and managing all of their financial information and resources.
Legacy Financial Advisors Features for Clients:
View Legacy's newsfeed
Attend scheduled Zoom calls with your Financial Advisor
View your eMoney client portal
View your Black Diamond performance reporting
Communicate directly with your Financial Advisor via DMs
Access market insights provided by your Financial Advisor
Invite your kids and grandkids to learn from professionals that you trust
Please Note: Legacy Financial Advisors is available only to clients. If you are a client, please reach out to your Financial Advisor for your account information.
- Apple App Store
- 免費版
- 金融
商店排名
- -
BankFinancial FUND VS. 
Legacy Financial Advisors12月 23, 2024