YourCAM vs Posterity

The YourCAM app is a service provided by City Asset Management Plc (CAM) and powered by moneyinfo. This gives you insight into your investment portfolio. You can use it as your digital financial filing cabinet, and a secure place to store all your important paperwork. Here’s a few of the things the YourCAM app can help you with: • The YourCAM app makes it simple to understand how your investments are doing with daily valuations, share and fund prices. • You can communicate securely with CAM. Confidential documents, messages and your information are encrypted, reducing the risk of online crime. • You can track your property value against the Land Registry price index and store all of your important documents against the property to which they relate. This simplifies finding the information when you need it. • You can have all of your financial information held securely in one place. This provides you and your family with peace of mind. We are delivering YourCAM to make accessing information about your portfolio as easy and safe as possible. The YourCAM app is available to clients of CAM. If you don't already have access to your own CAM account, contact the team at ClientServices@city-asset.co.uk.

Record your client meetings on the go with the Posterity app. Capture notes, facts and client objectives from in-person meetings. With our app, you can focus on providing exceptional advice without worrying about missing crucial information. Key Features: Record on the Go: Easily capture your client meetings using the Posterity app, whether you're in your office or out visiting in person. Never miss a detail again! Automatic Transcription: Your recorded meetings are securely synced to the Posterity platform, where our advanced AI technology accurately transcribes the conversations for your review. Smart Summarization: Posterity intelligently extracts and summarizes key notes, facts, and client objectives from your meetings, saving you valuable time and ensuring you stay organized. Secure and Compliant: We prioritize the security and privacy of your client data. Collaborative Platform: Access meeting notes across team members. Create Reports: Create suitability reports with a couple of clicks. Posterity empowers financial advisors to enhance their client relationships, streamline their workflow, and provide top-notch advice. By leveraging cutting-edge technology, Posterity eliminates the need for manual note-taking, allowing you to concentrate on what matters most – your clients.