Dolfin app for iPhone and iPad

The Dolfin app, built for financial advisers and their clients, gives you mobile access to our online wealth management platform – offering custody, trading and asset management solutions.

If you’re an investor, the app gives you complete control over your portfolio. Elegant and easy-to-use, it offers up-to-date valuations, investment advice, and trading capabilities – whenever and wherever you are.

If you’re a financial intermediary - such as a private banker or independent financial adviser - the app is a powerful tool to help you deliver extraordinary service to your clients and grow your business at speed. It provides a window on our platform which facilitates client on-boarding; provides detailed portfolio valuations; and puts investment ideas, research and trading capabilities at your fingertips.

Dolfin is reimagining finance by combining investment expertise with digital agility. To be part of it, visit dolfin.com or contact us at [email protected]