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Francis LLC
Version History
Update Comparison
App Status
  • Earliest Version Launch Date Globally
    06/03/2020
  • Latest Version
    4.03
  • Time Since Latest Version
    18days16Hour
  • Total Updated Versions (last 1 year)
    3

Version Timeline

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Version History
Display Content
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2024 years
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Version History

  • Version4.03
    06/19/2024
    Size:190.23M
    Update Log

    Design updates, Home Screen Spanish updates, and poll notification controls

    Screenshots
    App Description

    The Francis app is a financial wellness tool for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the Dashboard.
    The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employer’s retirement plan.
    The App’s profile section includes, Moolatude ®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your Financial Planner, and specific details helpful to understanding your employer’s retirement place.
    Most importantly, the Francis app makes selecting and connecting with your employer-sponsored Financial Planner quick and easy. After selecting your planner, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the planners are all salaried without any products to sell, they are free to provide personal financial wellness advice on all your money study, making them the fiduciaries you can trust. Se Habla Español.

  • Version4.02
    04/18/2024
    Size:190.22M
    Update Log

    Tutorial and cosmetic updates and bug fix during signup process

    Screenshots
    App Description

    The Francis app is a financial wellness tool for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the Dashboard.
    The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employer’s retirement plan.
    The App’s profile section includes, Moolatude ®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your Financial Planner, and specific details helpful to understanding your employer’s retirement place.
    Most importantly, the Francis app makes selecting and connecting with your employer-sponsored Financial Planner quick and easy. After selecting your planner, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the planners are all salaried without any products to sell, they are free to provide personal financial wellness advice on all your money study, making them the fiduciaries you can trust. Se Habla Español.

  • Version4.01
    10/09/2023
    Size:187.66M
    Update Log

    Bug fixes and enhancements

    Screenshots
    App Description

    The Francis app is a financial wellness tool for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the Dashboard.
    The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employer’s retirement plan.
    The App’s profile section includes, Moolatude ®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your Financial Planner, and specific details helpful to understanding your employer’s retirement place.
    Most importantly, the Francis app makes selecting and connecting with your employer-sponsored Financial Planner quick and easy. After selecting your planner, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the planners are all salaried without any products to sell, they are free to provide personal financial wellness advice on all your money study, making them the fiduciaries you can trust. Se Habla Español.

  • Version4.0
    04/18/2023
    Size:187.66M
    Update Log

    Francis Rebranding.

    Screenshots
    App Description

    The Francis app is a financial wellness tool for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the Dashboard.
    The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employer’s retirement plan.
    The App’s profile section includes, Moolatude ®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your Financial Planner, and specific details helpful to understanding your employer’s retirement place.
    Most importantly, the Francis app makes selecting and connecting with your employer-sponsored Financial Planner quick and easy. After selecting your planner, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the planners are all salaried without any products to sell, they are free to provide personal financial wellness advice on all your money study, making them the fiduciaries you can trust. Se Habla Español.

  • Version3.22
    11/02/2022
    Size:187.37M
    Update Log

    Bug fixes and improvements

    Screenshots
    App Description

    MoneyAdvice@Work® is a financial wellness app for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the MoneyAdvice@Work® Dashboard. The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employers retirement plan. In addition to the daily money tips blog, the Financial Fitness Center provides a prioritized financial checklist and a growing library of topical articles and animated videos to test your knowledge. The App’s profile section includes Moolatude®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your advisor, and specific details helpful to understanding your employers retirement plan. Most importantly, the MoneyAdvice@Work® App makes selecting and connecting with your employer sponsored money advisor quick and easy. After selecting your advisor, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the advisors are all salaried without any products to sell, they are free to provide personal money advice on all your money stuff, making them the fiduciaries you can trust. Se Habla Español.

  • Version3.21
    09/23/2022
    Size:187.36M
    Update Log

    Bug fixes and improvements

    Screenshots
    App Description

    MoneyAdvice@Work® is a financial wellness app for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the MoneyAdvice@Work® Dashboard. The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employers retirement plan. In addition to the daily money tips blog, the Financial Fitness Center provides a prioritized financial checklist and a growing library of topical articles and animated videos to test your knowledge. The App’s profile section includes Moolatude®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your advisor, and specific details helpful to understanding your employers retirement plan. Most importantly, the MoneyAdvice@Work® App makes selecting and connecting with your employer sponsored money advisor quick and easy. After selecting your advisor, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the advisors are all salaried without any products to sell, they are free to provide personal money advice on all your money stuff, making them the fiduciaries you can trust. Se Habla Español.

  • Version3.20
    05/10/2022
    Size:214.76M
    Update Log

    Message Polling.

    Screenshots
    App Description

    MoneyAdvice@Work® is a financial wellness app for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the MoneyAdvice@Work® Dashboard. The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employers retirement plan. In addition to the daily money tips blog, the Financial Fitness Center provides a prioritized financial checklist and a growing library of topical articles and animated videos to test your knowledge. The App’s profile section includes Moolatude®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your advisor, and specific details helpful to understanding your employers retirement plan. Most importantly, the MoneyAdvice@Work® App makes selecting and connecting with your employer sponsored money advisor quick and easy. After selecting your advisor, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the advisors are all salaried without any products to sell, they are free to provide personal money advice on all your money stuff, making them the fiduciaries you can trust. Se Habla Español.

  • Version3.18
    02/04/2022
    Size:216.50M
    Update Log

    Bug fixes and messaging improvements.

    Screenshots
    App Description

    MoneyAdvice@Work® is a financial wellness app for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the MoneyAdvice@Work® Dashboard. The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employers retirement plan. In addition to the daily money tips blog, the Financial Fitness Center provides a prioritized financial checklist and a growing library of topical articles and animated videos to test your knowledge. The App’s profile section includes Moolatude®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your advisor, and specific details helpful to understanding your employers retirement plan. Most importantly, the MoneyAdvice@Work® App makes selecting and connecting with your employer sponsored money advisor quick and easy. After selecting your advisor, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the advisors are all salaried without any products to sell, they are free to provide personal money advice on all your money stuff, making them the fiduciaries you can trust. Se Habla Español.

  • Version3.17
    12/06/2021
    Size:216.50M
    Update Log

    Spanish registration support.
    Added support for deep linking to messages.

    Screenshots
    App Description

    MoneyAdvice@Work® is a financial wellness app for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the MoneyAdvice@Work® Dashboard. The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employers retirement plan. In addition to the daily money tips blog, the Financial Fitness Center provides a prioritized financial checklist and a growing library of topical articles and animated videos to test your knowledge. The App’s profile section includes Moolatude®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your advisor, and specific details helpful to understanding your employers retirement plan. Most importantly, the MoneyAdvice@Work® App makes selecting and connecting with your employer sponsored money advisor quick and easy. After selecting your advisor, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the advisors are all salaried without any products to sell, they are free to provide personal money advice on all your money stuff, making them the fiduciaries you can trust. Se Habla Español.

  • Version3.15
    02/21/2021
    Size:216.53M
    Update Log

    Fixed issues with advisor calendars.

    Screenshots
    App Description

    MoneyAdvice@Work® is a financial wellness app for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the MoneyAdvice@Work® Dashboard. The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employers retirement plan. In addition to the daily money tips blog, the Financial Fitness Center provides a prioritized financial checklist and a growing library of topical articles and animated videos to test your knowledge. The App’s profile section includes Moolatude®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your advisor, and specific details helpful to understanding your employers retirement plan. Most importantly, the MoneyAdvice@Work® App makes selecting and connecting with your employer sponsored money advisor quick and easy. After selecting your advisor, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the advisors are all salaried without any products to sell, they are free to provide personal money advice on all your money stuff, making them the fiduciaries you can trust. Se Habla Español.

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