Optimize Financial vs Eyeballs Financial

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

Eyeballs Financial App The Eyeballs Financial mobile app is the mobile version of the Eyeballs Financial 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 Eyeballs Financial mobile app: Accessibility The app is distributed worldwide and can be downloaded from any location. Financial advisors uses their email address that has been registered in the Eyeballs Financial dashboard from their web browser. Account Management Financial Advisors can manage their client's accounts via the app. Account management includes updating the client's phone number and email address. Proactive Alerts and Notifications Financial Advisors will receive email notifications for appointment schedules. Client Support The Eyeballs Financial app allows financial advisors to know what stocks a client might be interested in adding to their portfolio through remote inquiries.