iOS/Android Mobile App

Take advantage of Asset Vantage’s, on-the-go feature, allowing for you to access your asset and investment portfolio, reporting, analytics and investment details in a secure manner from your mobile device.

Get mobile access for with native iOS and Android apps providing users with an investment portfolio dashboard with drill down capability.

Enhanced security with Two-Factor authentication in addition to hardened TLS encryption. Set up as a “PRIVATE” VPN or local network access to be assured.

Regulate what users see and have access to through extensive management of roles and users

Stay informed with regular updates on stock news and watch-list, portfolio performance data and global news with our wealth management software.