Fourstar Client

The FourStar Wealth Client App empowers clients with real-time access to their portfolios, financial statements, and performance reports—all from the convenience of their mobile devices. With the integrated Enhanced Voiceover (Interactive Voice Response) feature, clients can ask questions about their portfolios through simple voice commands. For inquiries outside of their existing portfolio, clients can save their questions to be reviewed later by their financial advisor.

Clients access the app using their Orion-registered email address, ensuring convenient and protected account access. Once logged in, clients can view detailed financial statements and reports, including quarterly updates, portfolio appraisals, performance analyses, and estimated income summaries.

The app also simplifies appointment scheduling, allowing clients to conveniently book or manage meetings with their financial advisor directly within the app. Additionally, the integrated Financial Learning section provides a glossary of frequently used investment terms, helping users strengthen their financial literacy and understanding of market concepts.