A “seismic shift in client expectations” has driven financial advisory firm deVere to develop an investment application, according to the organisation’s chief executive.
Called deVere Core, the application has been designed to provide clients with the latest investment updates.
Founder Nigel Green said: “They will be able to monitor their investments in real time on-the-go, keep informed with news and events that impact investor returns, and be a click away from asking questions using the direct line or chat system.
“Clients will also be able to keep in touch with their consultants from the adviser section.”
Twenty-four hour access
He said, increasingly, clients not only want bespoke financial advice from an adviser, but also personal, instant access to their portfolio anywhere, at any time.
“They want all their financial services needs to be dealt with online and/or on their mobile devices. They are wanting to be more ‘hands-on’ than ever before.
“We created this app, which provides that immediate access, communication, and monitoring ability, to meet expectations in terms of customer experience,” Green said.
DeVere Core joins the organisation’s other fintech propositions, including deVere Vault, deVere Crypto and deVere Investment.
“Fintech is fundamentally redefining and reshaping the sector. It is helping us meet evolving client demands in our ever-more connected world and helping to fill the void left by traditional financial services companies,” Green said.