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My Platform

My Platform

by Family Capital Limited

0 ratings
5 reviews
💼 Business
💰 Finance

Archived App (Last seen on 11 Nov 2025)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • July 21, 2020
  • March 22, 2022

Features

Developer

Family Capital Limited
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My Platform screenshot #1 for iPhone
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❓8 answered
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About

Monitor your investment portfolio anytime, anywhere. Get real-time valuations, track gains and losses, and access important financial documents like statements and tax reports. Manage your ISA allowance and contract notes with ease.

✓Real-time portfolio valuations
✓Track unrealized gains/losses
✓View fund fact sheets
✓Download custody statements
✓Access tax reports
✓Monitor ISA allowance
Show original description

What's New in My Platform

1.2

March 22, 2022

Icon and name change

User reviews

Most RecentHighest RatedLowest Rated

Simply Brilliant!

Only downloaded from the app store today and I’m providing some initial feedback. I guess, like some other clients, I like to look at my investments first thing on my mobile rather than logging onto my Mac. You have done an amazing job in translating all the web-based functionality into an iPhone. I will use it for a while and come back with some suggestions of how to improve, but, for the moment, I am very happy; well done to the team.
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v c nv c n

Works very well

It lets me see my portfolio value and check my documents. Very convenient.
NigelB88NigelB88

Excellent

This gives the ability to access vital information anytime anywhere - well done Family Capital
Bubble&sqeakBubble&sqeak

Really useful

Having some assets in Canadian dollars, it’s great to see this support multi currency. The app gives me all the plan information I need and displays it in a simple and clear way - a useful tool that fits my requirements
JJ1oo7JJ1oo7

Excellent app!

Really easy to navigate around, and shows me how my investments are doing every time I log on. Extremely user friendly.
Suzy2569Suzy2569

Developer apps

Wealth Portal
Wealth Portal

by Family Capital Limited

💰 Finance
Free
See developer apps

FAQ

What can I see in My Platform?

My Platform allows you to view all your platform holdings 24/7, refresh valuations in real time, check daily unit prices, and track unrealized gains and losses for each holding.

Can I access financial documents with My Platform?

Yes, you can view and download fund fact sheets, Quarterly Custody Statements, Annual Costs and Charges Statements, buy and sell contract notes, and Annual Tax Reports directly through the app.

Does My Platform help with tax planning?

My Platform provides access to your Annual Tax Reports and allows you to track your unused ISA allowance for the current tax year, aiding in tax planning.

Is My Platform available on different devices?

My Platform is designed for iOS devices, including iPhone, iPad, and iPod, ensuring you can manage your investments across your Apple ecosystem.

How often is My Platform updated?

The app was last updated on March 22, 2022, with version 1.2. While specific update frequency isn't detailed, this indicates ongoing maintenance and potential feature additions.

What is the age rating for My Platform?

My Platform has an age rating of 4+, making it suitable for a wide range of users interested in managing their investments.

Does My Platform have ads?

No, My Platform does not contain advertisements, providing an uninterrupted user experience for managing your financial data.

Is My Platform secure for viewing financial data?

While specific security protocols are not detailed, the app's purpose is to provide secure access to your platform holdings and financial documents, implying robust security measures are in place.