# EXE Client Portal — Access valuation & documents

> Access valuation & documents (iPhone/iPad app by Everys Financial Services Limited.)

- Source: https://appshunter.io/ios/app/exe-client-portal/id6739231607 (this page in markdown: same URL + `.md`)
- Developer: [Everys Financial Services Limited](https://appshunter.io/developer/1784360110)
- Category: Finance
- Price: Free
- Age rating: 17+
- Requires: iOS 17.0 · 12 MB
- Languages: English
- Released: 2025-03-18
- Data updated: 2026-01-11
- User reviews in markdown: https://appshunter.io/ios/app/exe-client-portal/id6739231607/reviews.md

## What is EXE Client Portal?

EXE Capital Management's Client Portal gives our clients simple and secure access via their mobile device to:

• Access and upload documents with sensitive personal information

• A more secure messaging service for clients and advisers compared to using email

• Cloud storage of important documents, including valuation reports, advice records and application forms

• Review and update personal records, cashflow and asset information

• Investment portfolio balances and historical data


## Version history (last 1 release)

### 1.0 — 2025-03-18

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-01-11.*