ShackletonNavigate

Finance

Free · Designed for iPad. Not verified for macOS.

Shackleton Navigate gives financial advisers, wealth managers and linked professional services access to the power of the Shackleton Connect client portal whilst on the move, enabling you to view your client information, access daily valuations, keep track of correspondence, share documents and securely send and receive messages to and from your clients. View your clients and their portfolio information: • Get ready for your meetings with access to your clients portfolio and other information • Respond quickly to client queries • Work with different service groups of clients • Filter your client list with advanced search capability Communicate securely with your clients: • Send and receive secure messages and get push notifications when your client gets in touch • Respond to client messages quickly and easily • Share documents with your clients • Access an audit trail of communications relating to your client The Shackleton Navigate app is available to colleagues and shared professional service providers of Shackleton – IM Asset Management. Contact your Shackleton - IM Asset Management Client Service team for more information.

Ratings & Reviews

  • This app has not received enough ratings or reviews to display an overview.

The developer, im asset management 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 Linked to You

    The following data may be collected and linked to your identity:

    • Identifiers
    • Diagnostics

Privacy practices may vary based, for example, on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Provider
  • im asset management limited
Size
  • 3.3 MB
Category
  • Finance
Compatibility
Requires iOS 15.0 or later.
  • iPhone
    Requires iOS 15.0 or later.
  • iPad
    Requires iPadOS 15.0 or later.
  • iPod touch
    Requires iOS 15.0 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © Moneyinfo Limited 2025
  • Privacy Policy

    • More by im asset management limited

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