Mobile application for Fund Advisor Portal
We have fund advisors who would like the ability to access the fund advisor portal via a mobile application. Is this request a possibility in the near future?
Nikki Miskura
shared this idea
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Shari Martin
commented
This would help us to better complete with the commercial DAFs.
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Haydn Dubman
commented
It has never been easier to contribute to an org from a DAF held at major banking institutions like DAFgiving360/Schwab/Fidelity/etc. We don't at all expect the current portal system to compete with those products....but a mobile app would be a huge step in the right direction!
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Sue Patton
commented
We have so many fund holders that use their phone to access the portal. Having a mobile app that is more user friendly would be a great addition!
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Aaron Slovin
commented
Our fund holders would love this.
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Terry Mariano
commented
We were exploring our options of contracting a programmer to create our own phone application as we have had several suggestions that we need an easier phone accessible Donor Central.
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Robert Gines
commented
Great idea! Move into the digital world! Support our advisors' requests.
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Anna Wagner
commented
This is a great idea! Our younger fundholders especially would love this.