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EATT2020 -- News Post Image

EATT2020

Watch our live mobile demo. MD Tessa Lee talks “Branded client portals and apps” at the #EATT2020 event. Clients want a single app to manage all their finances, on the devices they're using. Make sure that app is yours!

DEMO SYNOPSIS:

Fully customisable, adviser-branded apps for both Apple and Android

  • Delivers aggregated view of the user’s financial life
  • Advisers can share documents with their clients securely via the app
  • Clients can also upload their personal documents and store them securely

Watch the demo here.