Offer your clients a clean and nimble portfolio reporting experience via our native Android or Iphone application.

Benefits at a glance

  • All-in-one portfolio management solution.
  • Easily navigate, track and access all investments.
  • Up-to-date secure portfolio access on your mobile device.
  • Ability for client to communicate direct with their adviser.

Client can access a snapshot of their account accress all portfolios

Per portfolio performance and asset valuations

Deep dive into an asset cost base and recent transactions

Hear from our clients

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