Introducing Momentum Wills and Trusts as a new Product Provider in Client View
Enhanced view and filters for Notifications
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
This version of VIA Momentum Android App comes with one universal variant which will work on all the Android devices.
If you are looking to download other versions of VIA Momentum Android App, We have 1 version in our database. Please select one of them below to download.