My Platform 4+
Family Capital Limited
Designed for iPad
-
- Free
Screenshots
Description
Use the app to:
- View all your platform holdings 24/7
- Refresh valuations immediately in real time
- Check daily unit prices and values
- Track unrealised gains and losses for each holding
- View fund fact sheets
- View and download your Quarterly Custody Statements
- View and download your Annual Costs and Charges Statements
- Gain access to all buy and sell contract notes
- Track any unused ISA allowance for current tax year
- View and download your Annual Tax Reports
What’s New
Version 1.2
Icon and name change
Ratings and Reviews
Simply Brilliant!
Only downloaded from the app store today and I’m providing some initial feedback. I guess, like some other clients, I like to look at my investments first thing on my mobile rather than logging onto my Mac. You have done an amazing job in translating all the web-based functionality into an iPhone. I will use it for a while and come back with some suggestions of how to improve, but, for the moment, I am very happy; well done to the team.
Really useful
Having some assets in Canadian dollars, it’s great to see this support multi currency. The app gives me all the plan information I need and displays it in a simple and clear way - a useful tool that fits my requirements
Excellent
This gives the ability to access vital information anytime anywhere - well done Family Capital
App Privacy
The developer, Family Capital Limited, 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.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Family Capital Limited
- Size
- 87.2 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 9.0 or later.
- iPad
- Requires iPadOS 9.0 or later.
- iPod touch
- Requires iOS 9.0 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.
- Languages
- Age Rating
- 4+
- Copyright
- © 2022 Finovate Ltd
- Price
- Free