Access your investment portfolio 24/7 with secure valuations, statements, and important documents. Communicate directly and share files with your Investment Manager through a protected messaging system.





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Looking for something like JM Finn? We've analyzed 10+ similar apps to help you find the best alternative. Each app is compared by ratings, features, and real user reviews, so you can make the right choice.











Access your investment portfolio 24/7 with secure valuations, statements, and important documents. Communicate directly and share files with your Investment Manager through a protected messaging system.





Manage your investment portfolio with a comprehensive dashboard showing current value, asset allocation, and performance. Access all your important financial documents and communicate securely with your Investment Manager.






This app offers UK bond and gilt analytics, providing users with access to gilt yields, historical data, and yield shock analysis. A free account is required for basic features, with a 7-day trial for full analytics before a monthly subscription is needed.


Securely access and manage your investment portfolio on your smartphone. View portfolio value, holdings, transactions, and historical data. Stay informed with market insights and contact your investment team directly.






Easily estimate land transaction taxes for property purchases in the UK. Calculate rates based on purchase type, location, and specific tax types like SDLT, LBTT, and LTT.