FLEX Connect Mobile

3.4.0

Sowell Management

0.00

0 reviews

Free

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About FLEX Connect Mobile

FLEX Connect Mobile is an overall app developed by Sowell Management.

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App Information

FLEX Connect Mobile is FREE to download. The APK download size is 13.24 MB. The latest version available is 3.4.0. The last update was on July 19, 2024.

Technical Requirements

The app has a content rating of High Maturity. The app has been available on Google Play December 2023.

Description

FLEX Connect Mobile app provides greater visibility into both clients' overall financial picture and FLEX Connect's wealth advisory services.

For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for FLEX Connect and your Wealth Advisor
• And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.

This application is free to download.

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More data about FLEX Connect Mobile

Price	Free to download
Rating	No ratings
Ranking	Not ranked
Version	3.4.0
App download size	13.2 MB
Maturity	High Maturity

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FLEX Connect Mobile

About FLEX Connect Mobile

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FLEX Connect Mobile

About FLEX Connect Mobile

Download Statistics

User Ratings

App Information

Technical Requirements

More data about FLEX Connect Mobile

Alternative downloads for the FLEX Connect Mobile app

More from Sowell Management

Changelog of FLEX Connect Mobile

Developer information for Sowell Management

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