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Lewis Investment Client Portal for iOS

Developer's Description

Lewis Investment are a firm of advisers based in Poole, Dorset that offer full bespoke independent financial advice ranging from Pensions and investments to mortgages, equity release and protection. Lewis also specialise in facilitating commercial property syndicate clubs, assisting investors to purchase large Commercial properties.

The Lewis Investment app offers existing clients of Lewis Investment the flexibility and convenience of accessing their Investment portfolio directly from their mobile device, as well as viewing their personalised recommendations, signing application forms digitally and allowing clients to communicate with their personal adviser securely.

Interactively access your Investment portfolio

View your valuations and recommendation reports

Digitally sign application forms and documents

Secure message your adviser directly

Upload documents to us securely

View transaction history

Full Specifications

What's new in version

General

Release June 27, 2020
Date Added June 27, 2020

Operating Systems

Operating Systems iOS
Additional Requirements Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Popularity

Total Downloads 0
Downloads Last Week 0
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