About
This app enables financial advisors to manage client accounts, respond to inquiries, and schedule appointments directly from their mobile devices. Clients can check portfolios, view financial statements, and interact with advisors via voice commands.
What's New in FourstarWealth Client
1.21.0
January 22, 2024
Bug fixes and performance improvements
Developer apps
FAQ
How do I access FourstarWealth Client?
Access requires the email address registered in Orion. A One Time password will be sent to your email, and you'll need to create a PIN for verification and access.
What kind of financial information can clients access?
Clients can view their portfolio, financial statements, quarterly reports, portfolio appraisals, performance reports, and estimated income.
Can I ask questions about stocks not in my portfolio?
Yes, if you have questions about stocks not currently in your portfolio, you can save the question and your financial advisor will be contacted to assist you.
How does the voiceover feature work?
The app uses Interactive Voice Response (IVR) or "enhanced voiceover" technology, allowing clients to ask basic questions about their portfolio using their voice.
How do financial advisors manage client accounts?
Financial advisors can manage client accounts by activating inactive clients and deactivating them as needed directly through the app.
Does FourstarWealth Client have ads?
No, FourstarWealth Client does not contain advertisements.
What devices is FourstarWealth Client available on?
FourstarWealth Client is available on iPhone, iPad, and iPod devices.
How often is FourstarWealth Client updated?
The latest version is 1.21.0, and the app was last updated on January 22, 2024, indicating regular maintenance and updates.
