Secure Communication
Security is non-negotiable. Our secure communication tools let you converse with clients in confidence, whether on desktop, tablet, or mobile. No emails required. And you can easily recall audit trails of conversations, giving you peace of mind while streamlining the entire process.
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.
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.
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.
2-Factor Authentication for Advisers
Implementing two-factor authentication (2FA) adds an extra layer of security, ensuring that only authorised users can access their financial information.
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.
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.
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.
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.