Investment Quorum has launched IQ Wealth, an app that offers clients a secure communication portal between them and the firm.
Email is no longer fit for purpose as it is not secure and is neither a safe nor efficient way to communicate, the firm said. "With this app, our clients can use biometric authentication to log into an encrypted database where communication with their adviser is recorded in a WhatsApp style conversation." "With IQ Wealth clients can see an uncomplicated view of their finances all in one place: their investments, savings, pensions, insurances, mortgages, loans, bank accounts, credit cards and property, alongside all the associated paperwork. The app is accessible whenever and wherever ...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes