S4 Financial Client Portal 4+
Your Secure Financial Portal
S4 Financial Ltd
Designed for iPad
-
- Free
Screenshots
Description
We’re now offering a Client Portal mobile app to give clients even greater visibility over their assets, a safe and secure way to complete transactions and stay updated.
Client Portal makes it easy to get a complete view of a client’s finances thanks to features such as balance sheet and document storage.
As well as being able to digitally sign application forms and documents, clients can use the Client Portal mobile app to:
• Access their investment portfolio
• View valuations and recommendation reports
• Securely message their adviser
• Upload documents
• View their transaction history
App Privacy
The developer, S4 Financial 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 Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Usage Data
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- S4 Financial ltd
- Size
- 34.3 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 10.0 or later.
- iPad
- Requires iPadOS 10.0 or later.
- iPod touch
- Requires iOS 10.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2021 S4 Financial
- Price
- Free