Full-featured modern mobile investment experience.
The app provides asset managers and investment professionals with a mobile experience. It includes tools for consumption and authoring, allowing users to access their firm’s investment process remotely.
View portfolio details including net worth, holdings, transactions, and asset allocation. Retrieve statements and create custom account groups. Send secure messages to team. Use 2-factor and biometric authentication for security.
Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.
