WFG 365 1.8

World Financial Group, Inc. – Freeware – iOS
out of 18 votes

Targeting active licensed agents of World Financial Group Insurance Agency, LLC and World Financial Group Insurance Agency of Canada Inc., along with representatives of Transamerica Financial Advisors, Inc. affiliated with WFGIA, the WFG 365 app provides a convenient solution to track essential business metrics effortlessly and promptly, regardless of location.

Overview

WFG 365 is a Freeware software in the category Business developed by World Financial Group, Inc..

The latest version of WFG 365 is 1.8, released on 04/26/2024. It was initially added to our database on 04/26/2024.

WFG 365 runs on the following operating systems: iOS.

Users of WFG 365 gave it a rating of 4 out of 5 stars.

Pros

Provides a comprehensive suite of financial services and tools for both clients and agents.
Offers training and educational resources for financial advisors to enhance their skills.
Allows users to manage client portfolios effectively through an integrated platform.
User-friendly interface that simplifies the financial planning process.
Access to a wide range of financial products including insurance, investments, and retirement planning options.

Cons

Limited to affiliated agents and advisors, which may restrict access for some users.
The system may have a learning curve for new users unfamiliar with financial software.
Customer support may be limited during peak times, leading to delays in assistance.
Some users report that the software can be slow or experience technical issues occasionally.
Not all features may be applicable to every region or demographic, limiting usability.

Screenshots (Click to view larger)

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Latest Version
1.8

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