Client web portal and mobile application



In the digital age, where fast access to information and transparency are an integral part of the financial environment, our mobile app, together with our web portal for clients, is the key to pushing the boundaries of investor interaction.

These innovative tools are designed to streamline and simplify investment management through secure and sophisticated digital interfaces, with the goal of unrestricted access to their financial portfolios. Utilizing the latest technological techniques, we provide our users with a comprehensive solution to actively manage their investment strategies, with an emphasis on security, user experience and superior customer service.

General product information:

Through the mobile app and web portal, unitholders can not only passively monitor their transactions and asset status, but also actively intervene in the management of their investments. The app allows them to submit investment requests and carry out various servicing operations easily and conveniently, wherever they are.

Key strengths of these digital tools include:

  • Accessibility: the mobile app and web portal allow unitholders to conveniently access their portfolio information anywhere, anytime.
  • Intuitive: The app and portal are designed with an emphasis on easy and intuitive navigation for users.
  • Security: Secured information on asset accounts and personal details of unit holders protects privacy and investments.
  • Communication: The inclusion of a list of applications and inboxes improves the clarity and organization of unitholder communications.
  • Ergonomic design: the application and web portal are designed to be user-friendly and comfortable for all age groups.

The main features of the Mobile App and Web Portal include:

Real-time updates

They provide an instant view of investment status information, increasing transparency and enabling better decision making.

Investment Requests

Allow unitholders to easily submit investment requests and track their processing status.

Payment integration

The app and portal are integrated with the payment gateway and support QR code payments, simplifying transactions.

Personalization of settings

They offer options to configure notifications and other settings for a personalized user experience.

Interactivity and engagement

Modern digital tools increase the level of interaction and engagement of unitholders in the management of their financial portfolio.

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