I’m interested in registering as a Beta Tester, what should I do next?

Contact our Development Manager jishreean@mybrokers.app and he will send you all of the information. Otherwise his phone number is listed at the bottom of the page.

I’m interested in registering as an Independent Financial Advisor on the App, is there any further information you can send me?

Yes, please feel free to fill out the contact form or email jishreean@mybrokers.app directly

How can I grow my client base using the App?

MyBrokers App has a ‘share’ functionality, you can share your investment product to a potential new client, or one of your existing clients can ‘share’ an investment product to any of their friends and colleagues. Should any of the ‘shares’ be interested in your product, you will receive a WhatsApp message and an email with their details to follow up on. Generating growth without the hard work, constant cold calls, and door knocking.

I’ve not very tech savvy, how hard is it to set my business up on the App?

MyBrokers App was designed to make a Financial Advisors job easier. The App is complex in the background but very simple and user friendly on the surface. Uploading of product information, graphics, and video content is fast and easy.

Data security and privacy built in. 

MyBrokers app encrypts all client and prospect data. Full enterprise level security is provided by Microsoft Azure to world-leading standards and offers GDPR and data residency compliance and ensures you are in control of who sees what.

I’m interested in marketing my investment product on the app, how much does it cost?

We have several options on offer for Issuers of investment products. Please email jishreean@mybrokers.app and he will respond to your request.

Pre-Approved shareable content only. 

All investment opportunities available to share in the app come from approved issuers or sources.  They include built in disclaimers and risk warnings and are formatted to meeting financial promotional standards.

I’m a Financial Advisor and I have 100 clients, how can I market my investment products to them?

The App allows bulk uploading of client information, which it then populates and creates individual accounts. Once inside the App your clients will see all of your investment products on offer, plus receive notifications, updates, and any form communication you wish to convey - instantly and all at once - within the App. No need for your laptop.