What will your firm get for their money?

When you choose the Platinum IFA 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 is the preferred solution for over 50% of IFAs because it includes 11 great extras, enhancements and features over the Gold package:

GPS Mileage Tracker
iOS users can track, store and manage mileage.

Push Notification Messaging
Communicate with all your App users in seconds using Push Notifications.

Photo Receipt & Expense Management
‘In App’ Receipt and Expense management

Enchanced ‘In App’ design
Platinum clients enjoy enhanced ‘In App’ design customisation.

Complete ‘In App’ Budget Pack
3 budget updates, full report, autumn statement and summary all available in your App.

20 more page you control
Platinum customers enjoy 20 additional pages of content that you can manage and control.

Secure Login to the App
You login via the secure portal to access your content.

Receipt Bank Integration
Platinum Apps come fully enabled with Receipt Bank Integration.


Customised Icons and Bespoke Links

The Platinum App has the ability to become the critical interface between you, your clients and your systems.

Extended Team and Location Profiles
Platinum benefits from up to 40 team profiles and up to 10 location profiles / office locations.

Intelligent QR Code
This clever code will recognise the device type (when scanned using a smartphone or tablet) and direct the user to the appropriate App store.

 

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