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
