What are you looking for?
ClientFirst: 1800 517 124
What are you looking for?
ClientFirst: 1800 517 124
Did you know that clients who have an app for their super and investments are more engaged with their money than clients who don’t use an app1? Have your clients downloaded the Expand app yet? With over 22 thousand downloads the Expand app is helping advisers engage with their clients and deliver even more value.
With FY25 kicking off, clients are more likely than ever to want to view their investments. The Expand App and online portal make it quick and easy for your clients to securely track their investments and access their annual statements. From their account, it just takes 2 clicks.
Advisers have told us that clients love the app because it’s clear and easy to use. Help your clients get started with the Expand app today:
When you’re on the Expand site and need a bit of help, don’t forget to ask ChatBot Charlee.
1 Research from the Australian Securities Exchange (ASX) indicates that clients who use investment apps are more engaged with their investments. The 2023 Australian Investor Study highlighted that digital tools, including investment apps, are becoming integral for investors, facilitating easier access to information and management of their portfolios. This trend has contributed to a higher level of engagement and activity among investors who use these digital platforms compared to those who do not (Australian Securities Exchange).
EXPERIENCE EXPAND TODAY
Where big tech meets personal support, our team is committed to partnering with advisers to understand your needs and provide valuable support.
