Futurity

Finance

Free · Designed for iPad. Not verified for macOS.

Transform the way you manage clients and bonds. Designed for financial advisers and investors, Futurity app brings the power of an enterprise desktop platform straight to your pocket. Seamlessly oversee your entire clients’ portfolio, dive deep into bonds performance, and present clear financial projections on the go. Whether you are preparing for a client review or executing a portfolio adjustment, everything you need is organised into one high-performance interface. Key Features: All-in-One Dashboard: Access a unified display of real-time market metrics, active portfolio performance, and critical daily tasks the moment you open the app. Client Management: Manage clients their bonds in one secure place. Advanced Bond Management: Monitor real-time bond yields, change bond roles, withdraw and add contributions. Interactive Adviser Calculator: Turn complex data into clear visuals. Download Futurity app today and elevate your client and bond management efficiency.

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

The developer, Futurity Investment Group 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 Linked to You

    The following data may be collected but it is not linked to your identity:

    • Financial Info
    • Contact Info
    • User Content
    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based 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

Seller
Futurity Investment Group Limited
Size
132.8 MB
Category
Finance
Compatibility
Requires iOS 18.0 or later.
  • iPhone
    Requires iOS 18.0 or later.
  • iPad
    Requires iPadOS 18.0 or later.
  • Mac
    Requires macOS 15.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 2.0 or later.
Languages
English and 29 more
  • English, Arabic, Catalan, Czech, Danish, Dutch, French, German, Greek, Hebrew, Hungarian, Indonesian, Italian, Japanese, Korean, Polish, Portuguese, Romanian, Russian, Simplified Chinese, Slovak, Slovenian, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Ukrainian, Vietnamese, Welsh
Age Rating
4+
Copyright
© 2026 Futurity Investment Group Limited
  • Privacy Policy

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