MyVizerPro

MyVizerPro

by Advisory Firm, LLC

2 ratings
Free

Rating summary
1
1
0
0
0

Details

  • Released
  • Updated
  • December 28, 2020
  • August 15, 2024

Features

MyVizerPro screenshot #1 for iPhone
MyVizerPro screenshot #2 for iPhone
MyVizerPro screenshot #3 for iPhone
MyVizerPro screenshot #4 for iPhone
MyVizerPro screenshot #5 for iPhone
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About

This app connects financial advisors with their clients, enabling account aggregation, cash flow monitoring, and secure text communication. It provides a centralized platform for managing financial assets, liabilities, income, and expenses.

Financial account aggregation
Cashflow monitoring
Income and expense tracking
Client-advisor text communication
Asset and liability management
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What's New in MyVizerPro

14.1

August 15, 2024

Update Link Build Upgrade Plaid SDK to 4.1.0 or latest SDK version Legacy Issue fixes

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FAQ

What is MyVizerPro used for?

MyVizerPro is a financial advisor app designed for client interaction. It facilitates account aggregation, cash flow monitoring, and direct text communication between advisors and their clients.

Is MyVizerPro free to use?

Yes, MyVizerPro is available for free. There are no in-app purchases or advertisements within the application.

What devices does MyVizerPro support?

MyVizerPro is currently supported on iPhone and iPod devices.

How secure is MyVizerPro for financial data?

While the description focuses on functionality, financial apps typically employ robust security measures. Users should always ensure they are using the latest version for optimal protection.

How often is MyVizerPro updated?

The app was last updated on August 15, 2024, indicating regular maintenance and updates. The latest version available is 14.1.

What is the age rating for MyVizerPro?

MyVizerPro has an age rating of 4+, making it suitable for a wide range of users.

What kind of financial information can be managed with MyVizerPro?

MyVizerPro allows for the aggregation of financial accounts, including assets and liabilities. It also facilitates monitoring of cash flow, income, and expenses.

Does MyVizerPro allow for communication between clients and advisors?

Yes, a key feature of MyVizerPro is its text communication functionality, enabling direct and secure messaging between financial advisors and their clients.