Mobile Apps
Enhance your client experience and streamline your services with a tailored mobile app designed specifically for your business needs.
To fully deliver a modern professional services proposition, having a mobile app is a must for accountants, financial advisers, mortgage advisers and solicitors.
Your business sits on the client’s mobile devices in the form of an icon, which produces the direct gateway to you and your team.
Developing an app used to be tricky and expensive, but today we can help you create the app that is designed and bespoke to your requirements, at a fraction of the cost of a few years ago.
A well-designed app enhances your proposition, service and communications and will support existing clients, and attract new ones.
Why you need an app
as well as your site
A mobile-friendly website is great for visibility—but an app takes things further. It’s built for convenience and personalised to each client, giving them quick access to the tools and information that matter most—like their portfolio, key documents, updates, or messages from you.
Unlike a website, an app cuts out the fluff. No menus to navigate or distractions—just direct, streamlined connection between you and your client. Whether it’s sending a quick update, sharing a new blog post, or alerting them to a portfolio change, the app keeps your service front-of-mind and in their pocket.
In short: if your website is the shopfront, your app is the VIP entrance.
Examples of App Features
Custom Branding
Your app is uniquely designed to reflect your brand—tailored visuals, layout and features that make it unmistakably yours.
Secure Client Access
Clients can securely access key information and stay in direct contact with you, all in one easy-to-use space.
Meeting Scheduling
Seamlessly manage appointments with built-in meeting scheduling, making it simple for clients to book time with you.
Personalisation
Each user can personalise their experience, adapting the app to suit their preferences and priorities.
Notifications
Keep clients updated in real time with instant notifications—whether it’s news, document uploads or changes to their account.
Integrated Self Management
Make changes on the fly with our self-management tools, giving your business full control to update and evolve the app whenever needed.