Eyeballs Financial LLC, the new language of FINTECH, has revolutionized the client brokerage statement in a big way.

Eyeballs Financial invented and integrated a platform with a direct focus on, direct participation, alternative investment programs. The result is clients will no longer be in the dark when it pertains to their alternative investment holdings. Also known as; assets not listed on custodial statements or, “held away assets.”

Eyeballs Financial LLC created a smartphone app that functions to immediately answer client statement questions with voice response. Financial clients can now talk into their phone and the phone will answer back giving them numerous answers regarding their financial portfolio on a downloaded app. This means clients and advisors have an updated account status 24/7 regarding customer holdings. The Eyeballs Financial FINTECH app is simple to use, fast, and automatic.

The second feature, not to be outdone by the first feature, is the voice record and voice feedback feature built into the Eyeballs Financial app. This feature is called the, RIQs (Remote Inquiry Questions). Just imagine the impact of a financial advisor having “night vision” in knowing what a client is thinking without having a direct live conversation. Therefore, an advisor is better prepared with client meetings, immediate client needs, concerns or investment interest levels. Compliance issues may be solved before an issue even begins. Suitability and the fiduciary rule can be fulfilled and resolved through greater transparency when financial clients use the Eyeballs app. Eyeballs Financial, LLC is also listed on the FINRA Compliance Vendor Directory.

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