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.
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.
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.
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.
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.
The Platinum IFP App offers you a bespoke environment in which you can create your own App that best reflects your business. For example, on the App home page you can customise it by adding new icons that link to your current customer portal or secure document exchange login. Alternatively, you can add icons that link to Dropbox, Cloud Accounting or other 3rd part sites.
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.
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.
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.
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.
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.
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.
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.