12 June 2017

New app launched

Regular users of our new online client portal might be interested to know that we have now launched our new app


Regular users of our new online client portal might be interested to know that we have now launched our new app. Available for both Android and Apple devices, the app allows convenient access to your portfolio valuation and the personal library, where all your regular reporting can be stored.

To access the app, download from the App Store or Google Play and use the same log-in details as normal – once logged in, you can then make use of the ngerprint identi cation (if available on your device) making the log-in process even simpler.

For those who use the existing app, by updating the app, the new version will be installed. And for those clients who do not yet have online access, please contact your investment manager who can arrange for log in credentials to be set up. 

 

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.


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