Features

Engage with your clients wherever they are.

With over 80% of the UK population owning a smartphone, a Mobile App for your business is the most effective way to engage with your clients.

  • Social Sharing
  • 1-Touch Calling
  • Secure Messaging Centre
  • Improved Mobile SEO
  • Increase Brand Perception
  • Client Surveys
  • Appointment Booking
  • Investment Platform Access
  • Get Directions
  • Firm Business Info
  • Digital Assisted Advice
  • Client Newsletters
  • Risk Profiling
  • Client Portal Access (e.g. PFP & IRESS)

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Learn more about how your business can increase client engagement by going mobile.