FourstarWealth Client 1.21.0

FourStar Wealth Advisor App Review

The FourStar Wealth mobile app serves as an extension of the FourStar Wealth dashboard, primarily designed for financial advisors. This application enhances the workflow for advisors by facilitating immediate responses to client inquiries and appointment scheduling, all from a mobile device. By allowing advisors to manage these communications without requiring direct interaction, it offers a streamlined approach to client engagement.

The Remote Inquiries feature is particularly noteworthy, as it collects specific questions from clients, highlighting their interests in particular issues or stocks. This functionality enables advisors to provide customized stock recommendations that align with their clients’ preferences.

Key Features for Financial Advisors:

• Accessibility: The app utilizes the email registered in Orion for login purposes. A one-time password is sent to this email, and access requires a verification process, which includes the creation of a unique PIN.
• Account Management: Advisors can efficiently manage client accounts within the app, including the activation of inactive clients and necessary deactivations.
• Proactive Alerts and Notifications: Financial advisors receive timely email notifications regarding appointment schedules, enhancing their ability to stay organized.
• Client Support: The app allows advisors to track which stocks clients are interested in potentially adding to their portfolios through dedicated remote inquiries.

FourStar Wealth Client App Review

The FourStar Wealth mobile app also caters to clients, facilitating access to portfolio information and financial statements. Users benefit from an enhanced voiceover feature, permitting them to inquire about their investments. Additionally, clients can conveniently schedule appointments with their financial advisors through the application.

Key Features for Clients:

• Accessibility: Similar to the advisor version, this app requires an email address registered in Orion and initiates access via a one-time password and PIN verification.
• Interactive Voice Response (IVR): The app employs enhanced voiceover technology, enabling clients to ask fundamental questions about their portfolios. Questions about stocks not currently held can be saved for follow-up by their advisor.
• Access to Financial Statements and Reports: Clients can easily retrieve financial statements along with quarterly reports, portfolio appraisals, performance reports, and estimated income disclosures.
• Scheduling: The app allows users to arrange appointments with their financial advisors at their own convenience.
• Financial Learning: A glossary containing frequently used investment terms is available within the app for client education.