McKenzie & Co vs SOFI

The McKenzie & Co app provides our clients with a collaborative digital filing cabinet for all your valuable documents with the option to selectively share folders and documents with your loved ones, professional or personal acquaintances and of course, your Financial Adviser. Inclusive in this offering is the ability to link in to your Online Wealth Account and the option to engage in intergenerational planning with a digital executor feature. Protected by ultra-secure, state-of-the-art technology, all your documents are available to you, wherever you are, offering you the value of secure collaboration and information sharing, to aid you in your life and financial planning. Key features · Secure document sharing · Lifestyle management tool · Secure document vault with unlimited storage · Push notifications · Secure cloud back-up · Scan and upload documents · Create your digital legacy · Appoint digital executors · Multi-factor authentication · AES 256-bit encryption · ISO27001 accredited

SOFI, by mallowstreet, analyses your presentation to save you time, check your messaging and improve your delivery. Capture your offline meeting using the app, and then send it to SOFI for analysis.