# SAML RM Portal — Investment Management Toolkit

> Investment Management Toolkit (iPhone/iPad app by Shanta Asset Management Ltd..)

- Source: https://appshunter.io/ios/app/saml-rm-portal/id6755717419 (this page in markdown: same URL + `.md`)
- Developer: [Shanta Asset Management Ltd.](https://appshunter.io/developer/1842303840)
- Category: Finance
- Price: Free
- Age rating: 12+
- Requires: iOS 14.0 · 21 MB
- Languages: American English
- Released: 2026-06-11
- Data updated: 2026-07-22
- User reviews in markdown: https://appshunter.io/ios/app/saml-rm-portal/id6755717419/reviews.md

## What is SAML RM Portal?

SAML RM Portal is a mobile application for supporting investment workflows such as viewing assigned client information, tracking follow-ups, investment management, and managing routine servicing activities in a secure environment.
Access is restricted to approved users. Login is required.


## Version history (last 4 releases)

### 1.0.3 — 2026-07-22

IFA dashboard fix

### 1.0.2 — 2026-07-21

Permission issue fix

### 1.0.1 — 2026-06-16

Investment management pages update and CRM pages update

### 1.0.0 — 2026-06-11

No release notes.

## More apps by Shanta Asset Management Ltd.

- [Shanta Mutual Fund](https://appshunter.io/ios/app/shanta-mutual-fund/id6753066174)

All apps by Shanta Asset Management Ltd.: https://appshunter.io/developer/1842303840

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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 2026-07-22.*