Description
FFA Mobile
Product Description:
Clients can view all accounts managed by First Foundation Advisors through the mobile app. View account balances, asset allocations, and transactions across all accounts or within each account. The document vault allows for two-way sharing of important documents, meaning clients can upload and share documents securely. A notification will be received by the First Foundation Advisors team when any document is uploaded, and clients will be notified when quarterly statements are posted. Documents can also easily be filtered for select date ranges.
Features:
- View account balances
- Access asset allocations
- Review transactions across all accounts
- Securely upload and share important documents
- Receive notifications for document uploads and quarterly statements
- Filter documents by date ranges
Technical Specifications:
- Price: FREE
- Publisher: First Foundation Bank
- File: com.advisorlynx.mobileadvisor.firstfoundation
- Platform: Android
- Download: Available on Google Play here
Download FFA Mobile app for Android now and manage your accounts with ease.
User Reviews for FFA Mobile 1
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for FFA Mobile
FFA Mobile is a must-have for clients of First Foundation Advisors. It offers easy access to account info and secure document sharing.