Advisor360°®
免費
1.0.68for iPhone, iPod touch
Age Rating
Advisor360°® 螢幕截圖
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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最新版本1.0.68更新日誌
Last updated on 2024年01月11日
歷史版本
Minor Bug fixes and Security Updates
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Version History
1.0.68
2024年01月11日
Minor Bug fixes and Security Updates
1.0.65
2023年10月26日
Minor Bug fixes and Security Updates
1.0.64
2023年09月14日
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
2023年08月03日
Bug fixes and minor enhancements
1.0.60
2023年06月15日
Bug fixes and minor enhancements
1.0.57
2023年05月05日
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
2023年03月23日
UI bug fixes
1.0.48
2023年02月10日
* Networking enhancements
* Performance improvements
* Bug fixes
* Performance improvements
* Bug fixes
1.0.24
2022年10月28日
* Performance enhancements
* Bug fixes
* Bug fixes
1.0.14
2022年06月10日
This update addresses and corrects reported inconsistencies in the delivery of in app notifications.
1.0.5
2021年10月15日
Maintenance release.
1.0.3
2021年09月16日
bug fixes and stuff
1.0.0
2021年04月19日
Advisor360°® FAQ
點擊此處瞭解如何在受限國家或地區下載Advisor360°®。
以下為Advisor360°®的最低配置要求。
iPhone
須使用 iOS 12.3 或以上版本。
iPod touch
須使用 iOS 12.3 或以上版本。
Advisor360°®支持法文, 英文, 西班牙文