Fourstar Wealth Client

FourStar Wealth mobile app makes it easier for clients to check their portfolio and financial statements. With the enhanced voiceover feature, users can ask questions about their portfolio. They can also schedule an appointment with their financial advisor through the app.

Here's what clients will find in FourStar Wealth App

Accessibility
The app uses the email address registered in Orion. System sends a One Time password to the email address. Access to the app requires a verification process which includes creating a PIN for access.

FourStar Wealth uses Interactive Voice Response (IVR) or "enhanced voiceover" technology that allows clients to ask basic questions about their portfolio. If clients have questions about stocks not in their portfolio, they have the option to save the question and be contacted by their financial advisor.

Access to Financial Statements and reports
Aside from easier and faster access to financial statements, FourStar Wealth enables investors to view quarterly reports, a portfolio appraisal, performance reports, and estimated income.
Scheduling
The app allows clients to schedule an appointment with their financial advisor at their convenience.

Financial Learning
A glossary of frequently used terms in investment can be accessed within the app.