iPhone Screenshots
Description
The app for financial advisors that strengthens client relationships.
Designed to help you manage clients quickly and securely — wherever you are. From key account data to real-time alerts, everything you need in one platform.
Key features:
- Instant access to total assets, open accounts, and portfolio breakdowns.
- Detailed client profiles with direct contact via email or WhatsApp.
- Real-time alerts: onboardings, deposits, withdrawals, changes, and birthdays.
- Complete visibility into funding, account statements, and portfolio performance.
- In-app support and administrative request management.