Robertson Stephens
Reinventing Wealth
Archived App (Last seen on 6 Feb 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.
About
Access and manage your investments, financial plan, and key documents anytime, anywhere. Receive market updates, insights, and notifications to help you achieve your financial goals. Securely connect with your wealth team using advanced identification technology.
What's New in Robertson Stephens
23.3.0
November 22, 2023
Push Notifications: - When the Robertson Stephens platform generates an alert that requires a Client’s attention, app users can now see the notification in their device's system tray, allowing them to get alerted without needing to log into the app. - Clicking the notification will take the client into the Robertson Stephens mobile app. - Push notifications can be toggled on and off in the app’s settings.
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FAQ
How secure is Robertson Stephens?
Security is a top priority for Robertson Stephens. Your financial information is encrypted and protected. You can access your accounts using the latest identification technology like Touch ID or Face ID for enhanced security.
What kind of financial information can I track with Robertson Stephens?
You can monitor current investment account balances, position details, and transaction history. The app also allows you to view key metrics for asset allocation, performance, and risk.
Does Robertson Stephens provide market updates?
Yes, Robertson Stephens provides market updates and insights. You will be notified of any changes to your portfolio or financial plan, and receive alerts for key news articles and market updates.
Can I communicate with my wealth team through Robertson Stephens?
Yes, you can view contact details and safely communicate with your Robertson Stephens wealth team directly through the app. This ensures a secure and convenient way to stay in touch.
What devices is Robertson Stephens available on?
Robertson Stephens is available on iPhone, iPad, and iPod. It is designed to provide seamless access across Apple devices.
How often is Robertson Stephens updated?
Robertson Stephens was last updated on November 22, 2023, with version 23.3.0. This indicates regular updates to improve functionality and security.
What is the user rating for Robertson Stephens?
Robertson Stephens has a perfect rating of 5.0 stars based on 1 rating. This suggests a highly positive user experience among its current users.
Does Robertson Stephens have ads?
Robertson Stephens is ad-free. The application does not contain advertisements, allowing for an uninterrupted user experience focused on financial management.
