FFA Mobile
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Okudawunilodiwe
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Mayelana nalolu hlelo lokusebenza
Amaklayenti angabuka wonke ama-akhawunti aphethwe i-First Foundation Advisors ngohlelo lokusebenza lweselula. Buka amabhalansi e-akhawunti, ukwabiwa kwempahla, kanye nokwenziwe kuwo wonke ama-akhawunti noma ngaphakathi kwe-akhawunti ngayinye. I-vault yamadokhumenti ivumela ukwabelana ngezindlela ezimbili ngamadokhumenti abalulekile, okusho ukuthi amakhasimende angalayisha futhi abelane ngamadokhumenti ngokuphephile. Isaziso sizotholwa ithimba Labeluleki Besisekelo Sokuqala lapho noma iyiphi idokhumenti ilayishwa, futhi amakhasimende azokwaziswa lapho izitatimende zekota zithunyelwa. Amadokhumenti angase futhi ahlungwe kalula kumabanga wedethi akhethiwe.
Kubuyekezwe ngo-
Ukuphepha kuqala ngokuqonda ukuthi onjiniyela baqoqa futhi babelane kanjani ngedatha yakho. Ubumfihlo bedatha nezinqubo zokuphepha zingahluka kuye ngokusebenzisa kwakho, isifunda, nobudala. Unjiniyela unikeze lolu lwazi futhi angalubuyekeza ngokuhamba kwesikhathi.
Yini entsha
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
Ukusekelwa kwe-app
Mayelana nonjiniyela
First Foundation Bank
appdev@ff-inc.com
18101 Von Karman Ave Ste 750
Irvine, CA 92612
United States
+1 949-677-1692