Affinity Private Wealth Mobile

Affinity Private Wealth Mobile allows you to view your Affinity account online.

If you are a client, Affinity Private Wealth Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your client’s details and portfolio information to present to your clients as and when you need.

Key Features

• Client information for IMs / IFAs
• Portfolio summary information
• Valuations
• Portfolio holdings
• Cash transaction listings
• Trade transactions
• Performance data for your portfolio
• Offline mode to access any data you viewed in your last session if an internet connection is no longer available.