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)

Genworth Cost of Care

The Genworth Cost of Care App offers a user-friendly solution to access detailed long-term care cost information in today's currency across various care settings, and to project future long-term care expenses.

PocketPCM

Looking to enhance your understanding of the Process Communication Model®? Pocket PCM is the ideal tool for those seeking to stay up to date with PCM concepts and skills.

The BumbleBee Ranch

The BumbleBee Ranch is an event venue that specializes in hosting various events such as parties, weddings, anniversaries, and specialty community events.

Wealth Builder University

Wealth Builder University app offers a user-friendly interface designed to enhance everyday task efficiency. Key Features: Obtain login details from your SMD Manage branches and contacts easily Simultaneously manage multiple team …

Latest Version
1.8

Secure and free downloads checked by UpdateStar

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

	AudioQuest Device Manager Effortless Management of AudioQuest Devices
	Advanced TCP IP Data Logger Reliable Data Logging Made Easy with Advanced TCP IP Data Logger
	Telegram Desktop Secure messaging and file sharing with Telegram Desktop.
	ZoogVPN Protect Your Online Privacy with ZoogVPN
	EASEUS Partition Master Free Editon EASEUS Partition Master Free Edition: Effortless Disk Management
	EASEUS Partition Master Server Edition Powerful Partition Management Made Easy

Most Popular Downloads

	UpdateStar Premium Edition Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
	Microsoft Edge A New Standard in Web Browsing
	Google Chrome Fast and Versatile Web Browser
	Microsoft Visual C++ 2015 Redistributable Package Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
	Microsoft Visual C++ 2010 Redistributable Essential Component for Running Visual C++ Applications
	Microsoft OneDrive Streamline Your File Management with Microsoft OneDrive