Client Portal makes it easy to get a complete view of a client’s finances thanks to features such as balance sheet and document storage
S4 Financial Client Portal
by S4 Financial Ltd
What is it about?
Client Portal makes it easy to get a complete view of a client’s finances thanks to features such as balance sheet and document storage.
App Screenshots
App Store Description
Client Portal makes it easy to get a complete view of a client’s finances thanks to features such as balance sheet and document storage.
As well as being able to digitally sign application forms and documents, clients can use the Client Portal mobile app to:
• Access their investment portfolio
• View valuations and recommendation reports
• Securely message their adviser
• Upload documents
• View their transaction history
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AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.