Your clients check their portfolio on their phone. A branded app that gives them the information they want (without calling your office) deepens trust and reduces service overhead.
Portfolio Dashboard
- Account balances and allocation
- Performance summary with benchmarks
- Holdings detail view
- Transaction history
- Gain/loss tracking
- Multi-account household view
Secure Communication
- Encrypted messaging with advisor
- Document sharing
- Meeting scheduling
- Video call launching
- Read receipts
- Priority flagging for urgent matters
Market and Insights
- Daily market summary
- Your advisor's market commentary
- Educational content and articles
- Webinar and event registration
- Tax and planning tips
- Economic calendar
Financial Planning
- Financial plan dashboard
- Goal tracking with progress
- Retirement projection
- Net worth history
- Cash flow summary
- Scenario planning results
Document Center
- Tax documents and 1099s
- Account statements
- Financial plan documents
- E-signature for new accounts
- Secure document upload
- Annual review materials
Account Management
- Beneficiary viewing
- Contact information updates
- New account opening initiation
- Transfer and distribution requests
- Contribution scheduling
- Address and name changes
Notifications
- Account activity alerts
- Market threshold alerts
- New document available
- Upcoming meeting reminders
- Required action items
- Regulatory and tax deadline reminders
Security
- Biometric login (Face ID, fingerprint)
- Two-factor authentication
- Session timeout
- Device authorization management
- Suspicious activity alerts
A branded advisory app positions your practice as modern and accessible, the qualities next-gen clients are looking for.
Ready to build a mobile app for your advisory practice? Contact us to discuss your project.