Multrees-SFIM

By Multrees Investor Services Limited on AppTrack Ninja.

The Multrees - SFIM Portal & App is a service provided by SFIM in partnership with Multrees and powered by Moneyinfo. The app gives you a complete picture of your investments managed by SFIM. Features include: • Portfolio valuations • Breakdown of your investments by asset class • Ability to link accounts, allowing family members to view each other’s information • View reports, including annual tax packs • Store other documents from SFIM or your own paperwork • Desktop web access in addition to an application for smartphones and tablets If you need support, please feel free to contact our SFI…

Categories: Finance

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