Benefit from a state-of-the-art, smart and effective mobile app that provides all the information required for relationship managers or individual investors in a fast and secure way.

EFFECT FIN/S app is an innovative portfolio management solution available in two different versions for RM’s and for individual investors who wish to keep track of their investments anytime, anywhere.

It provides all the information required in a simple, fast and secure way, without any need for action from the Investment Organization.

FIN/S app provides prompt answers to questions like:

  • What is the current market value of my investments?

  • How is my portfolio performing today?

  • How and where are my assets allocated?

  • Do I have any pending actions for my portfolios?

  • Have my orders been executed?

  • Do I have any pending actions for my portfolios?

  • What are the realized results from my sell transactions?

  • How does my portfolio stand compared to the corresponding benchmark?

  • Do I have any incoming messages from my investments Advisor?

Additionally:

  • Alert notifications can be scheduled for strategies like Profit Taking, Stop Loss or simply for a price rise or drop

  • With a single tap your statement can be sent to your email in seconds

  • The full transactions history, capital results and all corresponding documents (e.g. Contract not) are available through the drill down functionality.

  • The ability to view details of portfolio return in any period of time is available any time

EFFECT FIN/S app provides additional functionality for Investment Advisors & Front Office Operators for information like:

Several criteria for client management according to:

  • Investments level

  • Available Cash percentage

  • Time since last transaction

  • Investment profile matching  to specific available investment

  • Income for the period

Functionality to work on the go

  • To do list  and Scheduler

  • Update for upcoming corporate actions for which clients need to take action

  • Client data and details of past communication/ notes/ reminders

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Why is EFFECT FIN/S app different?

  • Enables users to be self-sufficient via an easy to use environment

  • Enhances end-user experience via native clients approach

  • Provides a fully secure environment

  • Empowers mass distribution to large audience