Empowering financial advisers with on-the-go access to their clients information
The Via app provides financial advisers with on the go, real-time access to information about their client’s financial portfolio, empowering them with the necessary information to assist their client’s with their financial wellness journey.
Advisers can do the following using the VIA mobile app:
· Use biometrics to log in
· View list of all your clients
· View individual client profile
· View Momentum products that your client has
· View product details
· Create and save notes on a client
· Track progress of myriad new business applications
· Provide in app feedback
Data safety
Safety starts with understanding how developers
collect and share your data. Data privacy and security practices may vary based
on your use, region, and age. The developer provided this information and may
update it over time.
