AdviserCAM 4+
City Asset Management Plc
Designed for iPad
-
- Free
Screenshots
Description
AdviserCAM gives you access to the power of your City Asset Management portal whilst on the move, enabling you to view your client information, access daily valuations, keep track of correspondence, and share documents securely.
View your clients’ details and their portfolio information to:
• Get ready for your meetings with access to your client portfolios and other information
• Respond quickly to client queries.
Communicate securely with City Asset Management to:
• Send and receive secure messages and get push notifications
• Access your clients’ quarterly investment reports.
The AdviserCAM app is available to existing Adviser and third-party portal operators of City Asset Management.
What’s New
Version 1.2
Updated name of the City Asset Manager app.
App Privacy
The developer, City Asset Management Plc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Identifiers
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- City Asset Management Plc
- Size
- 47 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 9.3 or later.
- iPad
- Requires iPadOS 9.3 or later.
- iPod touch
- Requires iOS 9.3 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
- Age Rating
- 4+
- Copyright
- © 2023 moneyinfo Limited
- Price
- Free