Now information about your client relationship, your investments, your pension and other exciting news is always available from your mobile.
In the app Söderberg & Partners WM, you get a full overview of your investments, and all other portfolios you have any access to.
All you need to do is download the application and authenticate yourself with BankID or BankID on mobile. Then you can use a self-selected PIN code or FaceID for easier login.
Functionality in version 1:
- Full reporting on your investments, at overall level, per portfolio and at asset class level
- Reporting on inventory and value development
- Reporting on pension capital if you have it
- News articles
- Contact information for your wealth adviser (s) and your local office