EXE Client Portal
iOS app by Execapman. Finance · Execapman
- Store rating
- 0 / 5
- Store rating count
- 0
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 1.0
- Listing last refreshed
- 2026-09-10
View the original store listing
Store description excerpt
EXE Capital Management'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
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