Branded Mobile Apps and Portal
Take full control of how clients connect with you. Our branded mobile apps and client portals give you freedom to personalise your service and keep your brand front and centre. Whether your clients use their phone, tablet, or desktop, they’ll enjoy a seamless, user-friendly experience that is consistent with your brand.
Branded Client App for iOS & Android
Enhance your brand with a white-labelled app available on both iOS and Android app stores. Your fully branded app seamlessly integrates your visual identity, ensuring a consistent experience for your clients.
Custom App Name and URL
Establish a unique digital identity with a custom app name and web URL. Your clients will connect with your brand every time they access your services.
Own Company Web-Safe Font
Maintain brand cohesion and visual identity by utilising your company's chosen web-safe font. Consistency in design and communication reinforces trust and professionalism.
Customisable Menus and Pages
Tailor the app's navigation and headings to suit your specific services and offerings. With customisable menus and titles, you have the flexibility to create an intuitive and user-friendly interface that aligns with your chosen client experience.
Custom Pages and Layouts
Showcase investment portfolios in a way that reflects your brand's unique style. Customise portfolio layout views to emphasise the elements that matter most to your clients. You can even create your own custom pages and content. A personalised and engaging experience for every client.
Branded Client Video, FAQs, and Brochure
Enhance client engagement with branded multimedia resources. Share informative client videos, frequently asked questions (FAQs), and digital brochures that not only educate but also reinforce your company's identity and expertise.
Biometric Access
Clients experience the ultimate in secure and convenient access to information via their branded mobile apps using device specific-biometric logins including fingerprint and face-ID, ensuring effortless and highly-secure authentication.
2-Factor Authentication
Implementing two-factor authentication (2FA) in our client portal and apps adds an extra layer of security, ensuring that only authorised users can access their financial information.
Get in Touch
We understand you to make sure everything aligns with your needs.
So first, book a free, personalised demo with one of our team to explore how our solution can help you create a seamless, impactful digital experience for you and your clients.