Optimize Financial vs FSW Advisor

This Mobile App allows you to view your financial plan, account information, balances and easily contact Your Personal CFO--The OFI Team!

FourStar Wealth Advisor App The FourStar Wealth mobile app is the mobile version of the FourStar Wealth dashboard that financial advisors access from their web browser. The mobile app makes it easier for financial advisors to assist their clients with their inquiries and appointment scheduling by allowing them to respond to a client's request or rejection of an appointment directly from their phones and without the need for direct communication. The Remote Inquiries feature contains questions from specific clients that allow advisors to know the issues or stocks their clients are most interested in learning about. This enables them to tailor their stock recommendations accordingly. Here's what financial advisors will find in the FourStar Wealth mobile app: Accessibility The app uses the email address registered in Orion. System sends a One Time password to the email address. Access to the app requires a verification process which includes creating a PIN for access. Account Management Financial Advisors can manage their client's accounts via the app. Account management includes activating inactive clients and deactivating when necessary. Proactive Alerts and Notifications Financial Advisors will receive email notifications for appointment schedules. Client Support The FourStar Wealth app allows financial advisors to know what stocks a client might be interested in adding to their portfolio through remote inquiries. Notes: The App designed for any companies. This app will be distributed worldwide. Users are enrolled on our admin dashboard. Then, used those enrolled account to the app.