A new investment app has been launched today by AXA Wealth to help clients view their current investment portfolio on the move.
The My Elevate for investment App is available now as a free download in the Apple store for advisers to promote to their clients. The app is the latest technology development from AXA Wealth to help advisers engage with their clients to make investing easier.
The new app will give a quick snapshot of:
total portfolio holdings
holdings and contributions by tax wrapper
overall asset allocation
individual fund holdings with performance levels.
The app has been developed in partnership with AXA Wealth technology partner FNZ and web developers Monitise.
David Thompson, managing director, Elevate, AXA Wealth, said: “It is important that we continue to improve the usability of our Elevate platform to help advisers keep their clients up to date with their investments. The new app is part of our continued programme of enhancements to the platform, which have included new pension illustrations and faster payment systems.
“With today’s ‘on demand’ culture, many consumers don’t want to wait for six months to review their finances. With the new app, clients an access their up-to-the-minute information wherever and whenever they want. Making investing easier is at the heart of the AXA Wealth business and we believe embracing the latest technology used by advisers, and their clients, is essential to this.”
While the App puts clients in control of their investment information, it may also benefit advisers, helping face to face client reviews, and reducing the need to generate reports prior to meetings.