View your asset allocation, transaction details, and key documents.
FFA Mobile
App stats
Users: 75
Creation date: 2022-01-28
Email: jt*****@ff-inc.com
URLs: Website ,Privacy policy
Permissions
Photos/Media/Files: read the contents of your USB storage, modify or delete the contents of your USB storage
Storage: read the contents of your USB storage, modify or delete the contents of your USB storage
Camera: take pictures and videos
Other:
- receive data from Internet
- view network connections
- full network access
- run at startup
- prevent device from sleeping
Ranking
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App summary
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.
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