Lewis Investment Client Portal 4+
Your secure financial portal
Lewis Investment
Designed for iPad
-
- Free
Screenshots
Description
Client Access for existing clients of Lewis Investment financial advisers. Lewis’ are an independent wealth management firm and experts in Commercial Property Investment.
Lewis Investment are a firm of advisers based in Poole, Dorset that offer full bespoke independent financial advice ranging from Pensions and investments to mortgages, equity release and protection. Lewis’ also specialise in facilitating commercial property syndicate clubs, assisting investors to purchase large Commercial properties.
The Lewis Investment app offers existing clients of Lewis Investment the flexibility and convenience of accessing their Investment portfolio directly from their mobile device, as well as viewing their personalised recommendations, signing application forms digitally and allowing clients to communicate with their personal adviser securely.
• Interactively access your Investment portfolio
• View your valuations and recommendation reports
• Digitally sign application forms and documents
• Secure message your adviser directly
• Upload documents to us securely
• View transaction history
Ratings and Reviews
Great app for managing finances on the go.
A really useful app that allows me to quickly keep track of finances.
App Privacy
The developer, Lewis Investment, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.
No Details Provided
The developer will be required to provide privacy details when they submit their next app update.
Information
- Provider
- Lewis & Co (Investments & Pensions) Ltd
- Size
- 36 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
- © 2020 Lewis Investment
- Price
- Free