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Safely control your portfolio, and communicate with your adviser. Login securely via biometrics for convenient and secure financial management.

Introducing our iOS app, designed to seamlessly blend convenience with security, our app allows users to communicate securely with their adviser, and stay informed on their financial standing, all from the palm of their hand.

Key features of our app include:

1. Portfolio Access: Clients can effortlessly access their portfolio information, gaining insights into their investments, holdings, and financial performance.
2. Balance sheet information: View assets and liabilities to provide users with a comprehensive overview of their financial landscape, enabling informed decision-making.
3. Secure Communication: Through our app, clients can communicate securely with their adviser, exchanging sensitive information and receiving personalised guidance with peace of mind.
4. Report Generation: Generate reports tailored to individual financial needs, facilitating clear understanding and strategic planning.
5. Profile Updates: Users can easily update their personal details, ensuring that their financial information remains accurate and up to date.

Exclusive Mobile Features:

1. Biometric Login: Our app prioritises security without compromising convenience, offering biometric login options such as fingerprint or face recognition for swift and secure access.
2. Mobile File Download: Enjoy the flexibility of accessing and downloading important documents directly to your mobile device, streamlining document management on the go.
3. With our iOS app, managing your financial portfolio has never been easier or more secure. Experience the future of financial management today.
4. Firebase for performance testing

With our iOS app, managing your financial portfolio has never been easier or more secure. Experience the future of financial management today.