iPhone iPad

FREE in the App Store

What is it about?

The app for financial advisors that strengthens client relationships.

App Details

Version

1.0.1

Rating

Size

25Mb

Genre

Finance Business

Last updated

May 11, 2025

Release date

November 14, 2023

More info

App Screenshots

App Store 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.

Get it for FREE in the App Store

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