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Last updated on: 2026-06-11
App Store Apps > Finance > FourstarWealth Client
FourstarWealth Client icon

FourstarWealth Client

1.21.0
Eyeballs Financial LLC
5.00
4 reviews
Free

Not recently updated — last update was on 2024-01-22. This app may no longer be actively maintained.
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About FourstarWealth Client

FourstarWealth Client is an overall app developed by Eyeballs Financial LLC.

Download Statistics

User Ratings

FourstarWealth Client is rated 5.00 out of 5 stars. The rating is based on 4 ratings.

App Information

FourstarWealth Client is FREE to download. The APK download size is 132.72 MB. The latest version available is 1.21.0. The last update was on January 22, 2024.

Technical Requirements

The app has a content rating of Everyone. The app has been available on Google Play March 2022.

Description
FourStar Wealth Advisor App
The FourStar Wealth mobile app is the mobile version of the FourStar Wealth dashboard that financial advisors access from their web browser. The mobile app makes it easier for financial advisors to assist their clients with their inquiries and appointment scheduling by allowing them to respond to a client's request or rejection of an appointment directly from their phones and without the need for direct communication.


The Remote Inquiries feature contains questions from specific clients that allow advisors to know the issues or stocks their clients are most interested in learning about. This enables them to tailor their stock recommendations accordingly.


Here's what financial advisors will find in the FourStar Wealth mobile app:
Accessibility
The app uses the email address registered in Orion. System sends a One Time password to the email address. Access to the app requires a verification process which includes creating a PIN for access.


Account Management
Financial Advisors can manage their client's accounts via the app. Account management includes activating inactive clients and deactivating when necessary.

Proactive Alerts and Notifications
Financial Advisors will receive email notifications for appointment schedules.

Client Support
The FourStar Wealth app allows financial advisors to know what stocks a client might be interested in adding to their portfolio through remote inquiries.

FourStar Wealth Client App
FourStar Wealth mobile app makes it easier for clients to check their portfolio and financial statements. With the enhanced voiceover feature, users can ask questions about their portfolio. They can also schedule an appointment with their financial advisor through the app.
Here's what clients will find in FourStar Wealth App
Accessibility
The app uses the email address registered in Orion. System sends a One Time password to the email address. Access to the app requires a verification process which includes creating a PIN for access.
FourStar Wealth uses Interactive Voice Response (IVR) or "enhanced voiceover" technology that allows clients to ask basic questions about their portfolio. If clients have questions about stocks not in their portfolio, they have the option to save the question and be contacted by their financial advisor.
Access to Financial Statements and reports
Aside from easier and faster access to financial statements, FourStar Wealth enables investors to view quarterly reports, a portfolio appraisal, performance reports, and estimated income.
Scheduling
The app allows clients to schedule an appointment with their financial advisor at their convenience.
Financial Learning
A glossary of frequently used terms in investment can be accessed within the app.
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More data about FourstarWealth Client

Price Free to download
Rating 5.00 based on 4 ratings
Ranking Not ranked
Version 1.21.0
App download size 132.7 MB
Suitable for Everyone

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Changelog of FourstarWealth Client

No changelog data

Developer information for Eyeballs Financial LLC

Eyeballs Financial LLC

Address: N/A

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App Store Rankings for FourstarWealth Client

This app is not ranked

Technologies used by FourstarWealth Client

CWA Mobile icon CWA Mobile
Finance Eye - Calculate IRR icon Finance Eye - Calculate IRR
Vyzer icon Vyzer
CharterGo Mobile Banking icon CharterGo Mobile Banking
Orion Wealth Management Portal icon Orion Wealth Management Portal
DSPFCU Total Access icon DSPFCU Total Access
Refinitiv Eikon icon Refinitiv Eikon
Insider Forms icon Insider Forms

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