FFA Mobile

com.advisorlynx.mobileadvisor.firstfoundation

Total installs
0+
Rating
0.0
Released
January 29, 2022
Last updated
December 14, 2024
Category
Finance
Developer
First Foundation Bank
Developer details
Name
First Foundation Bank
Website
https://www.firstfoundationinc.com/business-banking/business-online-mobile-banking
Country
United States
Address
18101 Von Karman Ave Ste 750 Irvine, CA 92612

Screenshots

FFA Mobile Screenshot 1 - AppWisp.com
FFA Mobile Screenshot 2 - AppWisp.com
FFA Mobile Screenshot 3 - AppWisp.com
FFA Mobile Screenshot 4 - AppWisp.com

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.

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