S4 Financial Client Portal app for iPhone and iPad

4.8 ( 688 ratings )

Finance
Developer: S4 Financial Ltd

Free

Current version: 1.1, last update: 1 year ago
First release : 09 Feb 2021
App size: 32.7 Mb

Client Portal makes it easy to get a complete view of a client’s finances thanks to features such as balance sheet and document storage.

As well as being able to digitally sign application forms and documents, clients can use the Client Portal mobile app to:

• Access their investment portfolio
• View valuations and recommendation reports
• Securely message their adviser
• Upload documents
• View their transaction history