VIA Momentum
source

VIA Momentum

Price
Free
Category
Finance
Last update
Nov 13, 2023
Publisher
Momentum Metropolitan Life Ltd. Contact publisher
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Ratings & Reviews performance

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Description

573 chars

The Via app provides financial advisers with on the go, real-time access to information about their client’s financial portfolio, empowering them with the necessary information to assist their client’s with their financial wellness journey. Advisers can do the following using the VIA mobile app: · Use biometrics to log in · View list of all your clients · View individual client profile · View Momentum products that your client has · View product details · Create and save notes on a client · Track progress of myriad new business applications · Provide in app feedback

Screenshots

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