Mason Stevens strengthens digital experience launching their enhanced Mobile App

7 June 2022

Mason Stevens continues to bolster its digital experience by launching their enhanced adviser mobile app this week. The app allows advisers to search all their client accounts on the go, view account balances, review account transactions in detail, as well as access to underlying portfolios, asset allocation and performance.

The app also helps advisers keep on top of account maintenance with the ability to access notifications, upcoming corporate actions, and alerts to expiring SOA and Sophisticated Investor Certificates.

The convenient app is available to both Wealth & Super accounts. Insights from Mason Stevens Chief Investment Officer, and experienced asset allocation, equity & fixed income analysts, can also be accessed directly through the app.

Nick Mitchell, Managing Director & Head of Distribution, said “The evolution of the mobile app is a reflection of our long-term commitment to continuous technology innovation across our platform.”

“It makes sense that we continue to invest in fostering strong adviser relationships in the digital realm. The mobile app is just another portal to continue to offer our award-winning adviser support.”

“Many of the enhancements we’re releasing are the result of feedback from our clients and we’ll continue to seek out and work with our network of advisers.”

The Mason Stevens mobile app is available for download now at both the Apple App store and Google Play.

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