Oakglen Wealth has launched a mobile app, available to clients in the UK and Jersey on both iOS and Android.
The app is intended to improve client engagement and simplify financial management while giving clients more control in their investment journey.
Clients using the app can track their portfolio and account activity, as well as access documents like valuations, tax reports, fee statements.
The app also uses advanced security measures including secure user ID and facial recognition.
Jamie Crawford, group co-CEO and head of wealth management at Oakglen Wealth, said: “The launch of our app represents a significant milestone in our business, reflecting our scale, growth and confidence.
“We are committed to investing in technology to support our clients with seamless and secure access to their portfolios anywhere, anytime.”
