Advisor360°®
Gratuit
1.0.68for iPhone, iPod touch
Age Rating
Advisor360°® Captures d'écran
About Advisor360°®
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.
· 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.
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Quoi de neuf dans la dernière version 1.0.68
Last updated on Jan 11, 2024
Vieilles Versions
Minor Bug fixes and Security Updates
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Version History
1.0.68
Jan 11, 2024
Minor Bug fixes and Security Updates
1.0.65
Oct 26, 2023
Minor Bug fixes and Security Updates
1.0.64
Sep 14, 2023
This update will provide users the following new features along with security updates and bug fixes
1). Users will be able to fund 529 accounts through Mobile Check Deposits using MiSnap an industry leader in check capture.
2). Users will be able to view beneficiary information for different insurance policies.
1). Users will be able to fund 529 accounts through Mobile Check Deposits using MiSnap an industry leader in check capture.
2). Users will be able to view beneficiary information for different insurance policies.
1.0.63
Aug 3, 2023
Bug fixes and minor enhancements
1.0.60
Jun 15, 2023
Bug fixes and minor enhancements
1.0.57
May 5, 2023
The new version of Mobile Check Deposit for A360° uses MiSnap, an industry leader in check capture. This update will provide:
· Touch-free auto capture
· On-screen feedback during scanning process
· Helpful messages to improve image capture and upload
· Fewer errors (partial captures, poor focus, too dark, too busy, low contrast)
· Enhanced deposit history and image review features.
· Touch-free auto capture
· On-screen feedback during scanning process
· Helpful messages to improve image capture and upload
· Fewer errors (partial captures, poor focus, too dark, too busy, low contrast)
· Enhanced deposit history and image review features.
1.0.53
Mar 23, 2023
UI bug fixes
1.0.48
Feb 10, 2023
* Networking enhancements
* Performance improvements
* Bug fixes
* Performance improvements
* Bug fixes
1.0.24
Oct 28, 2022
* Performance enhancements
* Bug fixes
* Bug fixes
1.0.14
Jun 10, 2022
This update addresses and corrects reported inconsistencies in the delivery of in app notifications.
1.0.5
Oct 15, 2021
Maintenance release.
1.0.3
Sep 16, 2021
bug fixes and stuff
1.0.0
Apr 19, 2021
Advisor360°® FAQ
Cliquez ici pour savoir comment télécharger Advisor360°® dans un pays ou une région restreints.
Consultez la liste suivante pour voir les exigences minimales de Advisor360°®.
iPhone
Nécessite iOS 12.3 ou version ultérieure.
iPod touch
Nécessite iOS 12.3 ou version ultérieure.
Advisor360°® prend en charge Français, Anglais, Espagnol