The world that we all operate in has changed, and having your own IFA App is now one of the most powerful ways your firm can:
Protect your customers
Save time and money
Differentiate your firm
Generate referrals
Market your firm
Integrate your systems
Launching your own IFA App using MyFirmsApp will help you build deeper, more valuable relationships between your business and your customers. It provides a powerful solution with multiple opportunities to engage your users with approved tools, features and content.
Customised Icons and Bespoke links added
The Platinum Advisors’ App offers you a bespoke environment in which you can create your own App that best reflects your business. For example, on the App home page you can customise it by adding new icons that link to your current customer portal or secure document exchange login. Alternatively, you can add icons that link to Dropbox, Cloud Accounting or other 3rd part sites.
"As a leading firm of financial advisors and planners – we wanted to create an App that would serve our clients well. The App is something measurably different about us which has a specific advantage to the user and is enough in many cases to impress and cause the question ‘this is great, what else do you do?’. For a firm that ‘does’ financial planning for individuals differently to much of the market, that is a great question to seek to instill in people's minds."
Dominic Thomas - Solomons IFA
Shares & Funds
Stay up to date with the latest share and fund prices
Precious Metals
Stay current with a feed of the latest finance news
Currency Conversion
Quick and easy currency conversion, always up to date
Finance News
Stay current with a feed of the latest finance news
Compliant & Endorsed
The only App that is fully compliant, endorsed and approved.
Incredibly Powerful
As you will see when you interact with the App, it’s increadibly powerful - stacked full of tools and features that users love.
Fully Integrated
The App has built in compatibility with one-touch integrations with all platforms.
Gain Instant Access Now!
Use the button below to start your download process and make your life smarter today!
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