First Allied app for iPhone and iPad
Developer: First Allied Securities, Inc. Member FINRA/SIPC
First release : 08 Jun 2014
App size: 2.14 Mb
The First Allied app is a secure portal that allows First Allied financial advisors and assistants access from their mobile device(s) to tools to manage and grow their business.
This unique platform provides advisors with a virtual office at their fingertips. With a few simple clicks advisors can access the Advisor Service Center to monitor service requests and tickets, and Pentameter to access practice management tools
If you are a client of a First Allied financial advisor, please contact your advisor for instructions to gain access to your account.
Please review the terms and conditions. [https://asc.firstallied.com/Mobile/Policy/Eula]
About First Allied:
Based in San Diego, First Allied Securities is an independent broker/dealer that serves as the firm of choice for independent financial advisors from across the nation seeking to grow their business. First Allieds exclusive business development platform has been expertly constructed to provide entrepreneurial advisors with the industrys most comprehensive platform for growth. For more information, please visit www.firstallied.com. First Allied Securities is part of First Allied Holdings. RCAP Holdings, LLC purchased First Allied Holdings in September 2013. First Allied Holdings subsidiaries also include The Legend Group, a specialized provider of investment and retirement solutions to the not-for-profit space, including 403(b) accounts.