Best Eyeballs Financial Llc Apps

5.0(1 ratings)

Free

This app allows financial advisors to manage client inquiries, schedule appointments, and update client information remotely. It provides proactive alerts and notifications for appointments, and enables advisors to tailor stock recommendations based on client interests.

EB Advisor by Eyeballs Financial LLC

Strong Contender

0.0(0 ratings)

Free

Waveland by Eyeballs Financial LLC

Worth Considering

0.0(0 ratings)

Free

More Eyeballs Financial Llc apps to explore

FSW Advisor

FourstarWealth Client

Client account managementRemote client inquiriesAppointment scheduling

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.

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Facet: Financial Planning

(7.6K)

ad-supported

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

by Paradigm Press, LLC

Independent financial analysisAccess to articles and researchEditor portfolios and trade alerts

Gain financial insights and stay ahead with independent analysis of future trends. Access articles, updates, and editor insights on the go to build and protect your wealth. Receive instant alerts for major developments and editor trade alerts.

Employee Financial Wellness

Personalized financial guidanceGoal tracking and planningEducational resources (articles, sessions)

Gain control of your finances with personalized guidance, goal tracking, and a tailored plan. Access educational resources, AI-powered coaching, and investment advice. Securely manage your budget, monitor spending, and view all accounts in one place.

Transcend Capital Advisors LLC

(39)

free

by Transcend Wealth Collective LLC

Client portal accessAccount viewingPortfolio breakdown and performance

Access your wealth management client portal to view accounts, portfolio performance, and securely store financial documents. This registered investment advisor offers a comprehensive solution for managing your finances.

Your Financial Wellness Hub

Financial Wellness Score™Personalized action plansVirtual financial coach (Aimee™)

This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.

Financial Care starts here

On-demand financial assistantsTailored financial solutionsDebt management tools

This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

by Ameriprise Financial, Inc.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Lighthouse Finance Solutions

by VENTURETECH SOLUTIONS LLC

Track financial progressManage draftsContact client services

Manage your financial progress, track drafts, and connect with client services. This application provides a convenient platform for approving settlements and overseeing your financial journey.

by Michael Foguth Financial Group, Inc.

(6)

free

Foguth Financial Group

by Trinidad & Tobago Unit Trust Corporation

Unit Trust Corporation

Access accountsManage investmentsView financial services

Manage your investments and access financial services conveniently. This portal allows you to view your accounts and stay informed about the latest updates, all within a single application.

by BLB&B Advisors, LLC