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Investment Café

iPhone / iPad
  • Business
  • Finance
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The Investment Café secure mobile application for the iPad provides Investors access documents from all of their investment managers who use Investment Café as their portal provider. The application allows the investor to:
•Search for documents
•View documents
•Select the fund or funds invested in
•Select from a list of investors that you represent
•Filter information by type of document, read vs unread, specific date ranges or category

The iOS application allows administrators to view all important investor and user data, pertaining to their contact information, geographic information, investment properties and relationships.

•The application is solely for investors who have a valid user ID and password to a portal from Investment Café.
•Documents defined online as secure or with DRM protection cannot be displayed on the iPad
•The application requires iOS 7.0 operating system to run on the iPad
•The application is not optimized for the iPhone