About
Connect with financial advisors through messaging, calls, or email. Access investment account balances, review financial plans, and securely share documents. Schedule appointments and access valuable resources with in-app notifications.
What's New in DeFranco Financial
1.04
July 25, 2025
Improved Profile Editing: We've made editing your profile easier! The Edit Profile page now automatically populates with your existing information. This saves you time and ensures you have a smooth editing experience.
MoreFAQ
How can I contact my financial advisor through DeFranco Financial?
You can easily connect with your Financial Advisors and Team Members by sending messages, calling, or emailing them directly through the app.
What financial information can I access with DeFranco Financial?
You can check your investment account balances and review your personalized financial plan directly within the app.
Is DeFranco Financial secure for sharing sensitive documents?
Yes, the app allows you to securely upload documents and photos in a snap, ensuring your sensitive information is protected.
Can I schedule meetings with my advisor using DeFranco Financial?
Absolutely. You can schedule appointments, video meetings, and phone calls with your advisor directly through the app's scheduling feature.
Does DeFranco Financial provide educational resources?
Yes, the app provides access to valuable resources and keeps you updated via in-app notifications to help you learn and stay informed.
What devices is DeFranco Financial available on?
DeFranco Financial is available on iPhone and iPad devices.
How often is DeFranco Financial updated?
The latest version is 1.04, and the app was last updated on July 25, 2025, indicating regular maintenance and updates.
What is the user rating for DeFranco Financial?
DeFranco Financial has an excellent rating of 5.0 stars based on 2 user reviews.
