Best Interest and Best Practices at Your Fingertips

Technology is the current renaissance in financial services and is rapidly altering the industry. The Eyeballs Financial app is a voice and text activated reporting technology that delivers digital access, on a 24/7 basis, an up to date financial statement to the retail investor. Designed to enhance quality and transparency for the investor, the Eyeballs app provides simple, easy-to-understand information regarding customers’ statements and current financial transparency.

Following along the lines of the new SEC Regulation Best Interest and FINRA Best Practices, the Eyeballs app was designed by financial advisors for advisors to meet these requirements and to better serve their clients. In addition to easy financial statement access, the app’s other features offers a Glossary of Financial Terms for educational purposes, Remote Client Inquiry documenting clients questions giving insight to advisors to fulfill clients’ needs and circumstances, and an Advisor Contact page for immediate communications through phone, text or email.

FINETECH is the most influential factor in the financial services with the Eyeballs app as the break through product for the growth of the financial advisor’s practice. Compensation is changing, it’s not just about AUM anymore, it’s now about AUA, assets under administration.

The Eyeballs Financial is listed on the Compliance Vendor Directory of FINRA as a data provider.

Contact Mitch Morrison (949) 254-2487, [email protected] for a demonstration of the Eyeballs Financial app and RCI dashboard feature.