Compass gives you real time access to the platform while you're on the move
Compass
What is it about?
Compass gives you real time access to the platform while you're on the move. Advisers and account holders simply use your online ID and password to access Compass's many features.
App Details
App Screenshots
App Store Description
Compass gives you real time access to the platform while you're on the move. Advisers and account holders simply use your online ID and password to access Compass's many features.
Compass for advisers
- Access full platform functionality, including the ability to transact, anywhere, anytime
- Keep track of client account details on the go, including the ability to download reports and graphs
- Check FUA, fee inflows, managed portfolio performance, important notifications, up to date asset values, client contact details and much more
Compass for investors
Easily view:
• an account snapshot
• portfolio performance
• corporate actions, dividends and franking credits
• asset valuations
• super and pension components
• all fees and charges
• important notifications
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