MASECO
Finance
Only for iPhone
Free
iPhone
Designed exclusively for MASECO clients, this app provides seamless access to your portfolios, holdings, performance and key documents — anytime, anywhere.
Client & Portfolio Valuations:
Quickly view an overview of your total valuation from the home screen, or drill down into specific clients or portfolios. Use the drop‑down navigation to filter holdings, transactions and documents — ideal if you manage multiple clients or portfolios.
Allocation & Performance Insights:
Access your client or portfolio level allocation and performance returns with an easy-to-use toggle. Change the period of performance to provide further insights on how your portfolios are performing over time.
Secure Login:
Sign in using the same credentials you use for the MASECO Client Access Portal, including your memorable word. Enable biometrics within settings for an even faster login experience — and disable it at any time.
Holding Valuations:
View previous‑close valuations, unrealised gain/loss figures and returns. Use the search function to locate specific holdings or filter by client or portfolio. Select any holding to view additional insights, including pricing history over time.
Transactions Overview:
Explore a clean, organised view of your transaction history with clearly labelled categories. Filter by transaction type, adjust date ranges via the calendar tool, and refine your view by client or portfolio where relevant.
Documents Access:
Instantly access, view and download important documents. Filter by document type, set custom date ranges and refine your view by client or portfolio where relevant
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
The developer, Maseco LLP, 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 Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- MASECO LLP
- Size
- 24.5 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Third Financial