Hawksmoor Adviser Portal 4+
Hawksmoor
Designed for iPad
-
- Free
Screenshots
Description
The Hawksmoor Adviser Portal gives you access to the Hawksmoor online portal whilst on the move, enabling you to view your clients’ information, access daily valuations, keep track of correspondence, share documents and more.
View your clients and their portfolio information:
• Get ready for client meetings with access to your clients’ portfolios and other information
• Respond quickly to client queries
• Work with different groups of clients
• Filter your client list with advanced search capability
Communicate securely with your clients:
• Share documents with your clients in a safe and secure way
• Access an audit trail of communications relating to documents sent to your clients
The Hawksmoor Adviser Portal app is available to Financial Adviser partners of Hawksmoor Investment Management.
What’s New
Version 2.0
Biometric login and in app scanning functionality added.
Ratings and Reviews
App Privacy
The developer, Hawksmoor, 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
- Hawksmoor Investment Management Limited
- Size
- 46.9 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
- © 2021 moneyinfo Limited
- Price
- Free