Logo
Logo
Logo
Logo
Logo
Logo
Features
Ease of Use
01
24/7 Availability
Always available.
01
24/7 Availability
Always available.
01
24/7 Availability
Always available.
02
Simple Navigation
Built for beginners and expert users.
02
Simple Navigation
Built for beginners and expert users.
02
Simple Navigation
Built for beginners and expert users.
03
Secure & Private
Your client data on your servers.
03
Secure & Private
Your client data on your servers.
03
Secure & Private
Your client data on your servers.
How It Works
Simple, Fast & Secure
User-Friendly Interface
Client profiles show to their goals, priorities, and progress.
You Have a New Message
Secure Messaging
In-app encrypted communication between clients and advisors.
Profile
John Client
john@myfamilywealth.com
SecureWealth
Family Office Branded App
Native mobile app built for your firm managing multiple UHNW families.
Portfolio Updates
YTD Returns
YTD
Yearly
Progress Tracking
Track milestones and growth to stay motivated.
Portfolio Dashboard
Client/Advisor Communication
Upload Documents
Encrypted Messaging
Ads free
Secure Access Now
Seamless Integration
Real-time mobile API portfolio performance updates .
User-Friendly Interface
Client profiles show to their goals, priorities, and progress.
You Have a New Message
Secure Messaging
In-app encrypted communication between clients and advisors.
Profile
John Client
john@myfamilywealth.com
SecureWealth
Family Office Branded App
Native mobile app built for your firm managing multiple UHNW families.
Portfolio Updates
YTD Returns
YTD
Yearly
Progress Tracking
Track milestones and growth to stay motivated.
Portfolio Dashboard
Client/Advisor Communication
Upload Documents
Encrypted Messaging
Ads free
Secure Access Now
Seamless Integration
Real-time mobile API portfolio performance updates .
User-Friendly Interface
Client profiles show to their goals, priorities, and progress.
You Have a New Message
Secure Messaging
In-app encrypted communication between clients and advisors.
Profile
John Client
john@myfamilywealth.com
SecureWealth
Family Office Branded App
Native mobile app built for your firm managing multiple UHNW families.
Portfolio Updates
YTD Returns
YTD
Yearly
Progress Tracking
Track milestones and growth to stay motivated.
Portfolio Dashboard
Client/Advisor Communication
Upload Documents
Encrypted Messaging
Ads free
Secure Access Now
Seamless Integration
Real-time mobile API portfolio performance updates .
Testimonials
What Wealth Managers Say
What Wealth Managers Say
Our aim is 100% client satisfaction
Our aim is 100% client satisfaction
Our younger clients expect sophisticated mobile access to their wealth information. This solution delivers that while maintaining our security standards.
Sarah, Family Office Managing Director
5.0
We kept getting asked 'Where's your app?' by clients' adult children. Now we have an answer that doesn't compromise our security requirements.
Mark, Multi-Family Office CIO
5.0
Honestly, we were losing younger family members to firms with mobile apps. This levels the playing field without us having to become a tech company.
David, Private Wealth Management Partner
5.0
Our younger clients expect sophisticated mobile access to their wealth information. This solution delivers that while maintaining our security standards.
Sarah, Family Office Managing Director
5.0
We kept getting asked 'Where's your app?' by clients' adult children. Now we have an answer that doesn't compromise our security requirements.
Mark, Multi-Family Office CIO
5.0
Honestly, we were losing younger family members to firms with mobile apps. This levels the playing field without us having to become a tech company.
David, Private Wealth Management Partner
5.0
Our younger clients expect sophisticated mobile access to their wealth information. This solution delivers that while maintaining our security standards.
Sarah, Family Office Managing Director
5.0
We kept getting asked 'Where's your app?' by clients' adult children. Now we have an answer that doesn't compromise our security requirements.
Mark, Multi-Family Office CIO
5.0
Honestly, we were losing younger family members to firms with mobile apps. This levels the playing field without us having to become a tech company.
David, Private Wealth Management Partner
5.0
Our younger clients expect sophisticated mobile access to their wealth information. This solution delivers that while maintaining our security standards.
Sarah, Family Office Managing Director
5.0
We kept getting asked 'Where's your app?' by clients' adult children. Now we have an answer that doesn't compromise our security requirements.
Mark, Multi-Family Office CIO
5.0
Honestly, we were losing younger family members to firms with mobile apps. This levels the playing field without us having to become a tech company.
David, Private Wealth Management Partner
5.0
Our younger clients expect sophisticated mobile access to their wealth information. This solution delivers that while maintaining our security standards.
Sarah, Family Office Managing Director
5.0
We kept getting asked 'Where's your app?' by clients' adult children. Now we have an answer that doesn't compromise our security requirements.
Mark, Multi-Family Office CIO
5.0
Honestly, we were losing younger family members to firms with mobile apps. This levels the playing field without us having to become a tech company.
David, Private Wealth Management Partner
5.0
Our younger clients expect sophisticated mobile access to their wealth information. This solution delivers that while maintaining our security standards.
Sarah, Family Office Managing Director
5.0
We kept getting asked 'Where's your app?' by clients' adult children. Now we have an answer that doesn't compromise our security requirements.
Mark, Multi-Family Office CIO
5.0
Honestly, we were losing younger family members to firms with mobile apps. This levels the playing field without us having to become a tech company.
David, Private Wealth Management Partner
5.0
Our younger clients expect sophisticated mobile access to their wealth information. This solution delivers that while maintaining our security standards.
Sarah, Family Office Managing Director
5.0
We kept getting asked 'Where's your app?' by clients' adult children. Now we have an answer that doesn't compromise our security requirements.
Mark, Multi-Family Office CIO
5.0
Honestly, we were losing younger family members to firms with mobile apps. This levels the playing field without us having to become a tech company.
David, Private Wealth Management Partner
5.0
Our younger clients expect sophisticated mobile access to their wealth information. This solution delivers that while maintaining our security standards.
Sarah, Family Office Managing Director
5.0
We kept getting asked 'Where's your app?' by clients' adult children. Now we have an answer that doesn't compromise our security requirements.
Mark, Multi-Family Office CIO
5.0
Honestly, we were losing younger family members to firms with mobile apps. This levels the playing field without us having to become a tech company.
David, Private Wealth Management Partner
5.0
Our younger clients expect sophisticated mobile access to their wealth information. This solution delivers that while maintaining our security standards.
Sarah, Family Office Managing Director
5.0
We kept getting asked 'Where's your app?' by clients' adult children. Now we have an answer that doesn't compromise our security requirements.
Mark, Multi-Family Office CIO
5.0
Honestly, we were losing younger family members to firms with mobile apps. This levels the playing field without us having to become a tech company.
David, Private Wealth Management Partner
5.0
Our younger clients expect sophisticated mobile access to their wealth information. This solution delivers that while maintaining our security standards.
Sarah, Family Office Managing Director
5.0
We kept getting asked 'Where's your app?' by clients' adult children. Now we have an answer that doesn't compromise our security requirements.
Mark, Multi-Family Office CIO
5.0
Honestly, we were losing younger family members to firms with mobile apps. This levels the playing field without us having to become a tech company.
David, Private Wealth Management Partner
5.0
Our younger clients expect sophisticated mobile access to their wealth information. This solution delivers that while maintaining our security standards.
Sarah, Family Office Managing Director
5.0
We kept getting asked 'Where's your app?' by clients' adult children. Now we have an answer that doesn't compromise our security requirements.
Mark, Multi-Family Office CIO
5.0
Honestly, we were losing younger family members to firms with mobile apps. This levels the playing field without us having to become a tech company.
David, Private Wealth Management Partner
5.0
Our younger clients expect sophisticated mobile access to their wealth information. This solution delivers that while maintaining our security standards.
Sarah, Family Office Managing Director
5.0
We kept getting asked 'Where's your app?' by clients' adult children. Now we have an answer that doesn't compromise our security requirements.
Mark, Multi-Family Office CIO
5.0
Honestly, we were losing younger family members to firms with mobile apps. This levels the playing field without us having to become a tech company.
David, Private Wealth Management Partner
5.0
FAQs
Frequently Asked Questions
Is this a mobile app or web portal?
This is your custom branded native mobile app built for iOS and Android devices, available in app stores under your firm's branding.
Can clients trade through the app?
How is mobile security different from web security?
Will this appear as our firm's app?
What's included in each edition?
Is this a mobile app or web portal?
This is your custom branded native mobile app built for iOS and Android devices, available in app stores under your firm's branding.
Can clients trade through the app?
How is mobile security different from web security?
Will this appear as our firm's app?
What's included in each edition?
Is this a mobile app or web portal?
This is your custom branded native mobile app built for iOS and Android devices, available in app stores under your firm's branding.
