A refreshingly simple way to launch a remarkably powerful App
Simply say yes to an App today and you could have your App approved and in both Apple and Android stores in a matter of weeks.
There’s nothing complex at all that we require from you. No difficult setup, no big time drain, no new infrastructure or IT systems required.
It’s a painless, automated and risk free way to engage with your customers and prospects. Giving your clients what they really want while you sensitively expand your brand.
Plus you can save up to 1 hour per client per week thanks to the Receipt Manager, Income Tracker and integration with Reciept Bank.
Smartphone & Tablet use is booming
Your App live in the Apple and Android Stores in a matter of weeks
Thanks to a carefully engineered process, you can have a fully branded App in your firm’s colours etc available for download in the Apple and Android stores in a matter of weeks. Each one is designed and developed in a way that makes it unique to your firm – an immediate, striking point of differentiation between you and your competitors.
A unique suite of features that your clients and prospects will love
Great calculators that your clients and prospects will love, encouraging regular App interaction.
Useful tax tables and key dates placed at your clients' fingertips.
Save up to 1 hour per week per client thanks to this awesome bit of kit. Allowing clients to photograph and manage receipts on the go.
Fantastic! Sums up this built-in tracker. You can record journeys, log trips and export data.
Send messages to all your App users instantly, easily and in real time. Gets your messages read.
Real-time tracking of precious metals. Helps clients and prospects make decisions on the move.
The very latest financial news, automatically updated to your App.
Link to your blog. Automatically shows your blogs in the App instantly.
Login to your App, and add, remove or amend your content quickly and easily.
This handy feature makes getting important end-user feedback a breeze.
Your App integrates with all your current social media channels in a flash.
Enables your users to request a meeting in a few simple clicks.
A direct link to the latest share prices from FT Markets.
View the latest pension data and financial rates.
Enables clients to login to their portfolios while on the move.
Link to Morning Star for the latest market data.
Carefully constructed areas for information about your business and the services you offer.
Add icons and links to Dropbox, payment portals, Secure Document Exchange etc.
Once 'live' you can access proven, tried and tested App marketing for rapid ROI.
Your unique App will help you stand out, be different and get noticed.
Exclusive benefits and packages for members of:
