The Platinum IFA App
from just £249 per month + VAT
The Platinum IFA App is the result of extensive development and end-user feedback and gives your firm the most advanced and powerful App currently available. It contains all of the functionality of the Gold Package plus 11 enhancements, improvements and additional features.
What will your firm get for their money?
When you choose the Platinum IFA App, you are opting for the most advanced App available from our suite. That means you, your clients and future customers are benefitting from groundbreaking technology now.
Platinum is the preferred solution for over 50% of IFAs because it includes 11 great extras, enhancements and features over the Gold package:
5 Additional Calculators
Platinum clients enjoy 5 powerful additional calculators.
GPS Mileage Tracker
Users can track, store, export and manage mileage.
Push Notification Messaging
Communicate with all your App users in seconds using Push Notifications.
Photo Receipt & Expense + income Management
‘In App’ Receipt and Expense management
Enchanced ‘In App’ design
Platinum clients enjoy enhanced ‘In App’ design customisation.
Complete ‘In App’ Budget Pack
3 budget updates, full report, Autumn statement and expert summary all available in your App.
20 more pages you control
Platinum customers enjoy 20 additional pages of content that you can manage and control.
Secure Login to the App
You login via the secure portal to access your content.
Receipt Bank Integration
Platinum Apps come fully enabled with Receipt Bank Integration.
Customised Icons and Bespoke Links
The Platinum App has the ability to become the critical interface between you, your clients and your systems.
Extended Team and Location Profiles
Platinum benefits from up to 40 team profiles and up to 10 location profiles / office locations.
Intelligent QR Code
This clever code will recognise the device type (when scanned using a smartphone or tablet) and direct the user to the appropriate App store.
GPS Mileage tracking and management | iOS only
When it comes to managing expenses on the move, half the battle is keeping an accurate tab on your mileage. So our techies developed the built-in mileage tracker to help solve this common problem.
Your App can automatically track your users’ business miles and help them record and log every trip at the touch of a button. It will also help them manage the mileage, storing information and allowing them to view, edit or export the log as a CSV file with ease.
Send messages to all your App users quickly and easily
Have you ever looked at your email inbox and felt a little overwhelmed? For most of us the amount of emails we receive is almost unbearable.
Push Notifications are sent via your App and are an excellent alternative to emails. They appear on your user’s device; on screen they are a little like a text message. They provide a simple and highly effective way to communicate with all your App users, without getting lost in their email inbox.
The entire thought process behind the MyFirmsApp™ IFA solution is to enable your firm to communicate and interact with your users in a new way.
Push Notifications achieve just that. You can send a message, a reminder, a notification or important news in a matter of seconds. Simply login (via the secure portal), type your message and in one click send it to everyone.
Save hours with Photo Receipt Management
Thanks to your Platinum App, your customers will never lose a receipt again!
The App enables your users to track receipts and expenses at the touch of a button. With minimal effort, users can photograph a receipt and save it to the App. Additional information can be added and receipts stored by category, amount and date.
Latest financial news automatically updated on your App
Platinum clients can also enjoy the latest financial news that automatically feeds into your App in real time. That means your users get the latest, important financial news on your App on their Smartphone or Tablet, with no effort or work required from you, whatsoever.
Real time tracking of precious metal prices
The Precious Metal Tracker enables your App users to view the very latest ‘real time’ prices of metals. Displaying gold, silver, platinum and palladium prices, this tool was developed after many requests from App users. It enables investors to track important data via your App from anywhere in the world. What’s more, as you have to pay for almost all other metal tracker Apps (at least the good ones) your users will see this as great added value.
If you already use Skype then you will immediately see how powerful this feature is. If you are new to Skype you’ll quickly realise it’s well worth looking at.
When we build your App we embed your Skype ID or even the telephone number you want people to call using Skype. When your end user clicks on your Skype logo on the App it will then initiate the call via the Skype App rather than a native phone call.
We were keen to launch our own App to give our clients, potential clients and professional connections the option to receive regular communications from us via their smart phone and/or tablet. We needed something that was cost effective, fast to market and easy to use and which also dovetailed with our website. MyFirmsApp gave us a great value App through which we can now easily distribute our ongoing content via our unique ‘Wealth Alerts’ service using push notifications. Our App is a tangible demonstration of our innovative and client focused approach, which helps existing clients to introduce our firm to their friends, family and colleagues.Jason Butler
As a leading firm of financial advisors and planners – we wanted to create an App that would serve our clients well, give them easy access to systems we use with them and really help tangible differentiate us versus other advisors they may consider. The App is something measurably different about us which has a specific advantage to the user and is enough in many cases to impress and cause the question ‘this is great, what else do you do?’. For a firm that ‘does’ financial planning for individuals differently to much of the market, that is a great question to seek to instill in peoples minds.Dominic Thomas
I just wanted to send you a quick email to say thank you for your work on the app. It’s been an excellent tool for the practice, we’ve had numerous benefits. One area where we regularly see it working is with new business generation. To give you one example, just last week we had a new Barrister client join us who had come across our App. She really liked the tools and the fact that it was such a helpful and different way of supporting clients. It was enough for her to get in touch and then with our strength of experience in the is sector – a new client was won! It’s great to see the App initiating contact like this and supporting our reputation.Mason Bloom, Partner
A complete no brainer! I knew having an App would differentiate us. What I underestimated was by how much and in how many different ways. We have had PR articles and people sharing feedback with us on the App stores. It’s strengthened our message of being proactive, forward thinking innovators and helped us become even more visibly different than our competitors. Clients love it. I mean not just downloading it or using it once or twice. They are engaging with it, some of them multiple times each day. And each time they do, our branding and name is in front of them. And all for such a small investment of money. And best of all it doesn’t require any of my time to manage it.Aynsley Damery
A sign of things to comeIan Marlow
Our App looked great and has been both a good client engagement tool and conversation piece with prospects. I know that we have over 190 individuals using our App but has it actually generated new clients?
To be fair I didn’t really expect it to, knowing how hard it is to genuinely track lead sources. So when a new client came on board I was rather shocked to find that the tipping point, the thing that that ‘really’ made the difference and encouraged them to choose us was our App. It’s a sign I am sure of things to come and the future of things to come.
We are delighted with our App which was designed by the team at MyFirmsApp. The process was simple and the cost extremely competitive. It gives us great content in two sections – first the tax tables and really helpful calculators, and second the content we can update ourselves, helping us keep clients and potential clients updated with news and events at Alexander & Co and different ways we have helped clients. It’s a fantastic marketing tool with links to our blog, website and social media.