Access investment portfolios on the go
Mobile Apps for RMs and Clients
Our mobile applications bridge the gap between Portfolio Management Systems and the people who need the data most. Relationship Managers can review client portfolios during meetings, while end-clients enjoy transparent, real-time visibility into their investments. Pre-built connectors to major Swiss PMS platforms mean you can go live in weeks, not months
Key Features
What's included
For Relationship Managers
Access complete client portfolios during meetings without opening your laptop. Review positions, performance, and allocation in real-time. Get push notifications for significant movements so you're never caught off-guard
- Multi-client portfolio overview at a glance
- Drill down into individual positions and trades
- Performance attribution and benchmarking
- Client meeting preparation on the go
For End Clients
Give your clients the transparency they expect. A dedicated client app provides real-time visibility into their investments with your branding, building trust and reducing support queries
- White-labelled with your firm's branding
- Portfolio value and performance charts
- Transaction history and statements
- Secure document sharing
How it works
Go live in weeks, not months
Connect
We connect to your existing PMS using pre-built connectors or custom API integration
Customise
Define user roles, access permissions, and customise the app with your branding
Roll-out
Roll out to your team and clients via App Store, Google Play, or enterprise deployment
Integrations
Works with your PMS
Pre-built connectors to leading Portfolio Management Systems used by Swiss EAMs
Give your clients mobile access
See how quickly you can deploy mobile portfolio access for your RMs and clients