SAML RM Portal
Investment Management Toolkit
Free · Designed for iPad. Not verified for macOS.
SAML RM Portal is a mobile application for supporting investment workflows such as viewing assigned client information, tracking follow-ups, investment management, and managing routine servicing activities in a secure environment.
Access is restricted to approved users. Login is required.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
IFA dashboard fix
The developer, Shanta Asset Management Ltd., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Shanta Asset Management Ltd.
- Size
- 21.9 MB
- Category
- Finance
- Compatibility
Requires iOS 14.0 or later.
- iPhone
Requires iOS 14.0 or later. - iPad
Requires iPadOS 14.0 or later. - iPod touch
Requires iOS 14.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
13+
- 13+
- Copyright
- © 2026 Shanta Asset Management Limited