My Financial Pro

My Financial Pro

Your Investment Advisor

1 ratings

Archived App (Last seen on 22 Jan 2025)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
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Details

  • Released
  • Updated
  • June 7, 2023
  • July 10, 2023

Features

My Financial Pro screenshot #1 for iPhone
My Financial Pro screenshot #2 for iPhone
My Financial Pro screenshot #3 for iPhone
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My Financial Pro screenshot #5 for iPhone
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About

This app provides a secure platform for clients to connect with their financial advisors, access planning tools, and educational content. It aims to enhance financial literacy and offer a hybrid approach to personal finance management.

Client-advisor communication
Financial planning calculators
Educational content feed
Appointment booking
Secure document sharing
Financial goal tracking
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What's New in My Financial Pro

1.0.1

July 10, 2023

Bug fixes and performance improvements. A refreshed user interface for a modern and intuitive design. Improved stability and optimized loading times. Enhanced security measures to protect your data. Update now to enjoy the latest version of My Financial Pro! Thank you for using our app!

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FAQ

How do I get access to My Financial Pro?

My Financial Pro is an invite-only application. You can only access it if your financial advisor or insurance agent provides you with an invitation.

What kind of financial tools does My Financial Pro offer?

The app includes financial planning calculators, tools for financial forecasts, and retirement calculations. It also features FiN (Financial Intelligence Number) and IPN (Income Protection Number) tools for deeper financial understanding.

Can I communicate with my advisor through My Financial Pro?

Yes, the app facilitates effortless communication between clients and advisors. You can securely share documents with your advisor, promoting transparency and building trust.

Does My Financial Pro have ads?

Yes, My Financial Pro contains advertisements. As an ad-supported application, it includes advertisements to support its services.

Is My Financial Pro available on Android devices?

Currently, My Financial Pro is supported on iPhone and iPod devices. Information regarding Android compatibility is not specified in the provided data.

How often is My Financial Pro updated?

The latest version of My Financial Pro is 1.0.1, which was last updated on July 10, 2023. Update frequency beyond this is not detailed.

What is the age rating for My Financial Pro?

My Financial Pro has an age rating of 17+. This indicates it is intended for mature users due to its financial content and complexity.

What is the FiN-Path feature in My Financial Pro?

FiN-Path is an interactive feature that guides clients through their financial journey. Advisors can set alerts and checkpoints tailored to your financial goals, providing a roadmap to financial well-being.