EXE Client Portal
Access valuation & documents
Free · Designed for iPad. Not verified for macOS.
EXE Capital Management's Client Portal provides our clients with secure and easy access to their financial records and portfolio details
EXE Capital Management's Client Portal gives our clients simple and secure access via their mobile device to:
• Access and upload documents with sensitive personal information
• A more secure messaging service for clients and advisers compared to using email
• Cloud storage of important documents, including valuation reports, advice records and application forms
• Review and update personal records, cashflow and asset information
• Investment portfolio balances and historical data
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
The developer, Execapman, 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
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Everys Financial Services Limited
- Size
- 12.3 MB
- Category
- Finance
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - iPad
Requires iPadOS 17.0 or later. - Mac
Requires macOS 14.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
18+
- 18+
- Copyright
- © EXE Capital Management