financial-1 mobile

financial-1 is a system with a modern and intuitive interface. The app offers secure access to all customer, portfolio and transaction data via the Internet. White labeling with your CI colors and logos, as well as news feeds with your news are effective tools for strengthening your corporate identity. Sales staff have access to an extensive securities database with current price data and data feeds. By taking into account the risk profiles of investors and your company's compliance guidelines, your advisors are supported with investment suggestions. It is also possible to activate the app for end customers: direct access to their own portfolio shows the user that your company is in tune with the times.