Security and Compliance

YES.
All data is encrypted in transit and at rest, and hosted on secure, world-leading Microsoft Azure cloud infrastructure.
Full enterprise level security is provided by Microsoft Azure to world-leading standards and offers GDPR and data residency compliance ensures you are in control of who sees what.
YES.
All data will be encrypted in transit using TLS . All Data is encrypted at rest using encryption provided by the Database Server and Storage Account.
Data is hosted on the following: PostgreSQL (hosted on Azure Database for PostgreSQL) Hosting: Azure App Service, Azure Functions
YES.
MyBrokers App complies with major global data privacy laws, including GDPR (EU/UK) and PDPA (Singapore), with clear consent and data control features.
Full enterprise level security is provided by Microsoft Azure to world-leading standards and offers GDPR and data residency compliance ensures you are in control of who sees what. We at MyBrokers cannot view any client details only data for analytic purposes.
Yes, clients can turn off notifications via the ‘settings’ tab
You do.
Client data belongs to the advisor. We don’t sell, share, or access your client information.
No.
We do not share or sell data to anyone. It is encrypted and safely stored using Microsoft Azure’s enterprise security. We cannot access any personal details
YES. You can include your own custom disclaimers on every product upload to meet compliance needs.
YES.
They you can do so in your company profile section and also create a unique page for your clients to view.
No.
It’s a marketing and engagement tool, not a financial product platform. You remain responsible for advice and compliance.
NO.
The app doesn’t require any licensing as it is simply a marketing tool and does not sell any products. The sales are the responsibility of the licensed IFA’s.

Branding and Client Experience

Absolutely.
The app is fully white-labeled. Your logo, your colours, your name. Clients will think it’s your own app.
Your branding consists of your logo, your colours, and your products. Those are the details your clients view. They do not see any other FA details.
Yes.
Client communications are fully branded to you , including push notifications and shared links.
YES. The app is clean, clear, and uncluttered. Easy to read and navigate.

Functionality and Growth

Yes.
You’ll see real-time analytics on who viewed, shared, and requested more information about each product.
You can track who has viewed your product, who is interested, who has shared your product, how many new client enquiries, drill down to time frames plus more, all in real-time.
Real-time data. You can also pull weekly and monthly reports.
That’s great news, who doesn’t love a new client. You will be notified via the app and via email, then it’s up to you to follow up.
YES.
You can upload images, videos, pdf’s. Upload size requirements can be found within the app.
YES.
You can segment clients and control access to specific uploads if needed.

General Questions

Yes.
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.
Yes, please feel free to fill out the contact form or email enquiries@mybrokers.app directly
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 an instant notification and email with their details to follow up on. Generating growth without the hard work, constant cold calls, and door knocking.
We have several options on offer for originators of investment products. Please email enquiries@mybrokers.app.
All investment opportunities available to share in the app come from regulatory approved originators or sources. They include built in disclaimers and risk warnings and are formatted to meeting financial promotional standards.
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.
YES.
We have a dedicated support team, and also a suite of ‘How To’ documents. The app is very user friendly, so most can navigate their way around quickly and easily.
We have dedicated email and phone support on hand. Those details will be provided in your Onboarding pack.
Yes.
You’ll see real-time analytics on who viewed, shared, and requested more information about each product.
You can track who has viewed your product, who is interested, who has shared your product, how many new client enquiries, drill down to time frames plus more, all in real-time.
Real-time data. You can also pull weekly and monthly reports.
That’s great news, who doesn’t love a new client. You will be notified via the app and via email, then it’s up to you to follow up.