FLEX Connect Mobile is made and published by
Sowell Management.
AppBrain is an independent app data site and isn't affiliated with Sowell Management.
The app name, icon, screenshots and description belong to Sowell Management and are shown as
published on the App Store.
About FLEX Connect Mobile
FLEX Connect Mobile is a business app developed by Sowell Management.
What is the rating of FLEX Connect Mobile?
FLEX Connect Mobile has no ratings yet.
Is FLEX Connect Mobile free?
FLEX Connect Mobile is free. The app size is 13.24 MB. The latest version available is 3.4.0. The last update was on July 19, 2024.
What are the requirements for FLEX Connect Mobile?
The app has a content rating of High Maturity. The app has been available on the App Store since December 2023.
Description by Sowell Management(from the App Store)
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.
Each subscription will automatically renew 3 days before the expiration date for
the same time period. Subscriptions can be cancelled at any time before the renewal.