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Description
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.
What's New
Version 5.16.0 2024-12-14
- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retiremen... Technical Analysis
Package Overview Basic metadata
Bundle ID
com.advisorlynx.mobileadvisor.firstfoundation Current Version 5.16.0
Minimum iOS 13.4
Package Size App Store Size
Package Metadata 0 / 8 version records
5.0 / 5.0 (1 ratings)
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Developer Information
Known Version Records
0 version records with stored package metadata • 8 known version records
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| Not archived | App Store ID: 871138564 | Unknown | Request Version |
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| Not archived | App Store ID: 858735061 | Unknown | Request Version |
| Not archived | App Store ID: 854805060 | Unknown | Request Version |
| Not archived | App Store ID: 850378617 | Unknown | Request Version |
| Not archived | App Store ID: 846910989 | Unknown | Request Version |