The Client Communication App for Financial Professionals
Single Adviser
per month
20 Clients
Single Adviser Terminal
per month
20 - 250 Clients
3 Adviser Terminals
per month
250 - 1500 Clients
5 Adviser Terminals
per month
1500 - 3000 Clients
10 Adviser Terminals
Client Benefits
All packages include
Company branded App
Client grouping functionality
PDF, spreadsheet, office document attachment capability
Client portfolio viewing from app
Easy to use adviser charting tools
Adviser Recommendation order capacity
Configure scan and back test trading strategies
Watchlist and customisable market movers
Real time trading capacity
Contact FastIQ for institutional pricing