Goldsborough Client Portal app for iPhone and iPad
4.0 (
5840 ratings )
Finance
Developer: Goldsborough
Free
Current version: 1.0, last update: 1 month agoFirst release : 03 Mar 2025
App size: 11.63 Mb
Goldsborough’s Client Portal gives our clients simple and secure access via their mobile device to:
• Access and upload documents with sensitive personal information
• A more secure messaging service for clients and advisers compared to using email
• Cloud storage of important documents, including valuation reports, advice records and application forms
• Review and update personal records, cashflow and asset information
• Investment portfolio balances and historical data