Send messages to all your App users quickly and easily

Your App will go literally wherever the user takes their Smartphone or tablet (From bedroom, to boardroom and ballroom to bathroom). This creates an opportunity for client engagement and prospecting that’s worth leveraging.

For example a Push Notification (a message sent via the App to all your App users) will generate on average a 97% open rate. By comparison, an email will generate an open rate of 4% if you are lucky.

Let’s put that another way… Push Notifications are easy to write, take seconds to send and generate a 97% higher open rate than emails! That means the next time you want to send your clients and prospects a message, you can do it all in less than a minute, and you know it’s going to be read whether it’s year-end reminders to important budget information, financial or practice news.

Many of our clients re-name these ‘Push Notifications’ as ‘Wealth Alerts’ being able to advise users rapidly, easily and effectively.

Save hours with Photo Receipt Management

Thanks to your Platinum App, your clients 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.

Once the receipt is stored, at pre-agreed intervals the user can press ‘email your accountant’ and it will send the receipt file (as a csv.) to a pre-agreed email address with an auto-populated subject line for ease of filing and reference.

12 Great Calculators

One of the most visited areas within the App is our amazing calculators section. Here you will find a highly useful and valuable suite of tools to help you, your team, and your clients with day to day financial tasks.

Available on the Silver package and upwards, the number of calculators increases as you move up through the packages.