AXA Wealth has unveiled a new investment app for clients wishing to check investments portfolio on the move.
Known as Elevate, the new free app will assist advisers engage with their clients to make investing easier.
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Developed in collaboration with AXA Wealth technology partner FNZ and web developers Monitise, the My Elevate will be available in the Apple store for advisers to promote to their clients.
The new app will feature a view of total portfolio holdings; holdings and contributions by tax wrapper; overall asset allocation and individual fund holdings with performance figures.
Additionally, the app will enable clients to have control of their investment information, benefit advisers, assist face to face client reviews, and reduce the need to generate reports prior to meetings.
David Thompson, managing director, Elevate, AXA Wealth, said: "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 the new app, clients an access their up-to-the-minute information wherever and whenever they want."
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By GlobalData
