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!
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.