The Platinum IFP App
from just £249 per month + VAT

The Platinum App is the result of extensive development and end-user feedback. It brings the very latest technological advances to your IFP firm in the form of the most exciting App currently available.

The Platinum IFP App comes with all the functionality of Gold, plus even more features.


What will your business get for your money?

When you choose the Platinum IFP App, you are opting for the most advanced App available from our suite. That means you, your clients and future customers are benefitting from groundbreaking technology now.

Platinum includes 9 great extras and is the preferred solution for over 50% of our customers, incorporating so many tools, calculators and features in one integrated App.

Portfolio Tracker
Enable your clients to access the wrap platform or internal login that you use to view their current valuations.
Morning Star
An incredibly useful direct link from the App to the Morning Star website and optional login.
Share & Fund Prices
Links to the FT markets page giving them latest FTSE and other indexes.
Latest Financial News
The latest news automatically updated in real time for you.
Precious Metals Tracking
Built on request: real time tracking of the latest metal prices.
GPS Mileage Tracking
iOS users can track and manage mileage.
Send Messages
Communicate to your App users via Push Notifications.
Customised Links
Integrate with secure doc exchange etc.
Photo Receipt Management
Your clients will never lose a receipt again!
Skype Integration
Enables your App users to Skype you with ease.
Monthly Reporting and Tracking
See how many App downloads you have each month, and where they come from.
Intelligent QR code
This awesome QR code will recognise the device and direct the user to the appropriate store.

Portfolio Tracker

Enable your clients to access the wrap platform or internal login that you use to view their current valuations. Linking to platforms like Transact, Ascentric, Skandia, Cofunds, Fidelity and Nucleus will save them time and get great value from your App.

Platinum IFA App Platinum Advisor App Platinum Adviser Apps Financial Services App
Platinum IFA App Platinum Advisor App Platinum Adviser Apps Financial Services App
Platinum IFA App Platinum Advisor App Platinum Adviser Apps Financial Services App

Send messages to all your App users quickly and easily

Have you ever looked at your email inbox and felt a little overwhelmed? For most of us the amount of emails we receive is almost unbearable.

Push Notifications that you send via your App are an excellent alternative to emails. They appear on your user’s device; on screen they are a little like a text message. They provide a simple and highly effective way to communicate with all your App users, without getting lost in their email inbox.

The entire thought process behind the MyFirmsApp™ solution is to enable your firm to communicate and interact with your users in a new way.

Push Notifications achieve just that. You can send a message, a reminder, a notification or important news in a matter of seconds. Simply login (via the secure portal) and type your message and in one click send it to everyone.

Platinum IFA App Platinum Advisor App Platinum Adviser Apps Financial Services App Platinum IFP App Platinum Financial Planners App Platinum Planners Apps for IFP's Financial Planners App


See the Platinum IFP App for yourself free

Register below for your free demo to see the Platinum IFP App live


GPS Mileage tracking and management | iOS only

When it comes to managing expenses on the move, half the battle is keeping an accurate tab on your mileage. So our techies developed the built-in mileage tracker to help solve this common problem.

Your App can automatically track your users’ business miles and help them record and log every trip at the touch of a button. It will also help them manage the mileage, storing information and allowing them to view, edit or export the log as a CSV file with ease.

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Accountancy App Accountants App Tax App Apps for Accountants Platinum IFA App Platinum Advisor App Platinum Adviser Apps Financial Services App Platinum IFP App Platinum Financial Planners App Platinum Planners Apps for IFP's Financial Planners App

Latest financial news automatically updated on your App

Platinum clients can also enjoy the latest financial news that automatically feeds into your App in real time. That means your users get the latest, important financial news on your App on their Smartphone or Tablet, with no effort or work required from you, whatsoever.


Real time tracking of precious metal prices

The Precious Metal Tracker enables your App users to view the very latest ‘real time’ prices of metals. Displaying gold, silver, platinum and palladium prices, this tool was developed after many requests from App users. It enables investors to track important data via your App from anywhere in the world. What’s more, as you have to pay for almost all other metal tracker Apps (at least the good ones) your users will see this as great added value.


Skype integration

If you already use Skype then you will immediately see how powerful this feature is. If you are new to Skype you’ll quickly realise it’s well worth looking at.

When we build your App we embed your Skype ID or even the telephone number you want people to call using Skype. When your end user clicks on your Skype logo on the App it will then initiate the call via the Skype App rather than a native phone call.

Platinum Accountants and Bookkeepers App


Monthly Reporting and Tracking of your App users

Want to track the users of your App? Platinum users benefit from automated monthly reporting so you can see detailed analytics of your App and how it’s being used.


Intelligent QR code

You can print a QR code on your letterheads, flyers, posters, and business cards – literally anywhere you can think of – and when the user scans the code it will automatically recognise if they are using an Apple or Android device and then automatically direct them to the appropriate store to download your App.


Save hours with Photo Receipt Management

Thanks to your Platinum App, your customers will never lose a receipt again!

The App enables your users to track receipts and expenses at the touch of a button. With minimal effort, users can photograph a receipt and save it to the App. Additional information can be added and receipts stored by category, amount and date.

Accountancy App Accountants App Tax App Apps for Accountants Platinum IFA App Platinum Advisor App Platinum Adviser Apps Financial Services App Platinum IFP App Platinum Financial Planners App Platinum Planners Apps for IFP's Financial Planners App
Accountancy App Accountants App Tax App Apps for Accountants Platinum IFA App Platinum Advisor App Platinum Adviser Apps Financial Services App Platinum IFP App Platinum Financial Planners App Platinum Planners Apps for IFP's Financial Planners App
Accountancy App Accountants App Tax App Apps for Accountants Platinum IFA App Platinum Advisor App Platinum Adviser Apps Financial Services App Platinum IFP App Platinum Financial Planners App Platinum Planners Apps for IFP's Financial Planners App