CashCalc Secure Portal is made and published by CashCalc. AppBrain is an independent app data site and isn't affiliated with CashCalc. The app name, icon, screenshots and description belong to CashCalc and are shown as published on the App Store.
AppBrain's verdict
- Last updated
- July 19, 2021
Competitors
Similar apps and more from CashCalcMore from CashCalc
Releases
Updates seen on the App Store- Version
- 1.1
- Launched
- June 2021
No changelog data
User feedback
Ratings and reviews on the App StoreComments on CashCalc Secure Portal for iOS
We don't have enough comments to show example comments. Please check back later.
Technology
Found in the app by AppBrain- Price
- Free
- App size
- 32.7 MB
- Content rating
- Everyone
Technologies used by CashCalc Secure Portal
About the app and developer
About CashCalc Secure Portal
CashCalc Secure Portal was a finance app developed by CashCalc. It was removed from the App Store Jan 19, 2024.
User Ratings
The app had no ratings.
App Information
CashCalc Secure Portal was free. The app size was 32.71 MB. The last available version was 1.1. The last update was on July 19, 2021.
Technical Requirements
The app had a content rating of Everyone. The app had been available on the App Store since June 2021.
Developer information for CashCalc
Address:
Store listing
By CashCalc, from the App StoreSimilar apps
Description by CashCalc Written by the developer, not by AppBrain. Click to read.
2-WAY SECURE MESSAGING
Instead of using insecure emails to communicate with your financial adviser, use the built-in messaging feature to securely chat with your financial adviser.
DYNAMIC FACT FIND
Use the dynamic Fact Find to securely provide your financial adviser with all the information they need (incomes, expenses, etc) from the comfort of your own home. 2-WAY DOCUMENT EXCHANGE
You and your financial adviser can instantly share documents with each other, such as a copy of your ID or your latest financial plan, without the need to post or hand deliver them.
DISCLOSURE DOCUMENTS
View your financial advisers Disclosure Documents (Terms of Business, Fee Agreement, etc) from the offset and digitally agree to them in advance (see below).
DIGITAL SIGN/AGREE
Instead of manually signing and returning important documents, such as a Letter of Authority, simply use the built-in feature to digitally sign and return them.
ANTI-MONEY LAUNDERING CHECK (AML)
As part of every financial adviser’s financial planning process, they are required to conduct an AML check. When prompted, use your secure Portal to complete this task remotely.
CUSTOM LINKS
Don’t click website links contained within an email. Instead, access all the websites your financial adviser has asked you to visit via your secure Portal. About security: CashCalc uses bank-level encryption (AES-256), which means when you securely communicate and share information via your secure Portal, it Is encrypted and confidential between you and your financial adviser.
About CashCalc: An award-winning suite of financial planning tools specifically designed to help financial advisers – from enhancing client engagement to improving efficiencies throughout the entire financial planning process. Alongside the Secure Portal, CashCalc has also developed the UK’s market leading Cashflow Modeller and is used to create powerful and engaging lifetime cashflow plans. For more information, please visit: https://cashcalc.co.uk/