11 December 2020

App update

The lack of face-to-face contact this year has brought the full benefits of our client portal to the fore

As pioneers in developing a proprietary online tool for clients, we have continued to invest in and evolve the digital side of our services with ease of use and security of data as the focal points.  To this end, we have recently upgraded our App.

The new version of the app, which is available for both iPhone and Android device users provides enhanced security and the ability to rotate the screen from vertical to horizontal, thus providing additional features. As well as improved functionality, the new App appears cleaner on the screen, aligning to the existing, award-winning Client Portal.

The biggest development however, is the upcoming ability for the App to interact with a smart phone, and to alert Clients to new messages or documents. This is similar to the alerts one may receive for WhatsApp or SMS and are completely user controllable.

The App can vastly simplify the log-in process and is significantly more secure.  By simply downloading the App from the Apple or Android App Stores and then use biometric access, such as face recognition or fingerprint access – no password or pin is required. We would encourage those regular users of our portal to download the app and make the most of the built-in security features on their devices.

App features

  • Available from Google Play or the App Store
  • View the current value of your portfolio
  • Notifications when new documents are posted to your document library
  • Secure log-in from your smart phone or tablet (if available) via biometric identity check
  • Access the transaction history and cash statement
  • One-touch Fraud Alert in the event your emails have been compromised
  • Send and receive secure messages to your investment management team

Understanding Finance

Helping clients understand what we do is key to building relationships. To explain some of the industry jargon that creeps into our world, we’ve pulled together a section of our site to help.

Managing your wealth

Managing your wealth

Also in this issue
Understanding Finance

Usually, your bank would pay interest on your savings accounts. Negative interest rates turn this around and mean customers have to pay banks to hold their savings.