, /PRNewswire/ — PSALM Capital, a Registered Investment Advisor, is pleased to announce the development of its new client portal in partnership with Communify Fincentric. The new portal will provide clients with an intuitive, accessible, and engaging digital experience.
The innovative mobile app will deliver streamlined access to financial data, investment insights, and essential services, all tailored to the unique needs of each client. Accessible as a downloadable app from the Apple App Store, this solution represents a new era in client interaction for PSALM Capital.
Key Features of the PSALM Client Portal:
- Dynamic Dashboard: Provides an all-in-one view of financial data, including net worth, account allocations, investment summaries, and real-time news.
- Personalized Experience: Customizable features that allow clients to manage their private assets, track potential investments, and interact directly with their advisors.
- Robust Document Management: A digital vault for secure document storage and retrieval, including bulk download capabilities, unread document alerts, and enhanced search functions.
- Real-Time Data …