Complete Your Tech Onboarding

Setup Your Mobile Phone

In our Bring Your Own Device environment apps are designed to work on both iOS and Android devices.

  • Intelligent Hub and Global Relay

  • Downloadable via Intelligent Hub App

    - Wealthscape (if registered)

    - Advisor360

    - Outlook

    - Teams

    - OneDrive

    -Zoom

    - OneNote

  • You will need to download these from App (iOS) or Play Store (Android)

    - SignInApp

    - Okta Verify

    - Tiny Scanner

OneDrive

OneDrive is a cloud-based file storage system that can be used to house files and folders and collaborate with others. It is not a FINRA compliant tool so it should not be the primary location for client files. Please use Advisor360 or another approved tool for such storage.

Calendly

Calendly is a third-party app that will allow others to schedule appointments on your calendar using the parameters and limitations you setup. This app will save you lots of time when trying to schedule appointments.

LastPass

MassMutual provides you with a premium account with LastPass, a third-party password aggregator, which will allow you to store and manage passwords in a secure way

SignIn App

This tool allows you to find and reserve conference rooms, desks and offices at each of our CFG-managed offices