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Advisers and private investors can now access their Moventum portfolios on the go via the new app. The application provides an overview of portfolio performance, includes a secure message inbox, and sends push notifications for important updates. “With our apps for iOS and Android, our clients can access their portfolios via smartphone in the way they would expect from a modern digital financial services provider – convenient, secure, and intuitive,” says Michael Patzelt, Head of Sales DACH at Moventum.

The Moventum app is designed for both financial advisers and private clients. Its core function is access to the portfolios held with Moventum, offering insights into allocation, performance of individual securities, and transactions. For advisers, access to client portfolios enables them to quickly identify any advisory needs.

An easy-to-use inbox stores important documents – from transaction confirmations to annual portfolio statements and tax certificates. Advisers can also access client inboxes via the app, allowing them to respond to queries simply and efficiently.

Push notifications keep users up to date, for example by informing them when new documents are available in the inbox. The scan function enables users to capture and upload documents, such as ID for verification purposes. “Just like our clients, our app is international and available in German, English, and Czech,” says Patzelt. The app requires Android 10 or later, or iOS 17.0 or later.