Personal Finance App for your clients.
Your own branded personal finance App to keep your clients informed and engaged
Get your message across.
Important messages and updates directly to your clients smartphone
Innovative financial tools.
Interactive personal finance tools generating new business opportunities
Portal access to any insurer.
Links to all the insurers on the market. Suitable for any client/any product.
€79 p/m + vat
Unlimited individual clients
No set up costs
Adviser branded marketing material
Package available for affinity groups