FFA Mobile app for iPhone and iPad
4.6 (
1376 ratings )
Business
Finance
Developer: First Foundation Bank
Free
Current version: 5.5.2, last update: 7 months agoFirst release : 29 Jan 2022
App size: 33.06 Mb
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.