My Float is a mobile application for investors & Financial advisors to interact.
Everyone is unique. Your investment plan should be too. With My Float it’s easy to build a personalised approach that takes into account your needs, timeline, and tolerance for risk. It’s designed to help keep you on course toward a more secure future. In order to receive the best and most unbiased advice possible, we recommend you engage a financial advisor to help you meet all your financial goals.
My Float offers a platform to interact with financial advisors
Just log-in to your account once and connect with advisors at a single click on your
mobile device.
My Float app can help you:
l Gain access to financial advisors who will provide you guidance, help uncover additional opportunities and keep you on track towards your future goals
l Personalised approach to investment advisory
l One-on-one interaction with your advisor.
l Get important Notifications and alerts from your Financial Advisor,
l Keep yourself updated about the financial markets
Install and always stay in control of your Investments and Market trends.
Financial Advisor:
My Float App is designed to enable advisors to take their clients from prospect to plan. Trust remains one of the biggest reasons investors choose their advisor. My Float App suite builds credibility and transparency in the client-advisor relationship through innovative technology, holistic approach, and proactive client communication. My Float App tools empower advisors throughout the entire client journey while keeping financial planning at the core.
My Float app can help you:
l Be found by investors.
l Getting referrals easily
l Share your market mantras and be known for your unique investing style
l Access to prospecting customers from across the country at your fingertips.
l Quick and convenient way of advising client.
l Follow fellow advisors on the platform to keep up with the changing trends of the market.
l Interest like-minded clients to follow you on the platform and seek advice
Unique Features of My Float:
l Get a better investing experience: Access to financial experts for all customers--anytime, anywhere
l Private chat window with individual investor to customise strategies and cater to their specific financial goals.
l Profile Page: Personalise your profile page to create an impression on prospectus investors.
l Ratings & Reviews: Users can rates the financial advisors and review their comments
l Risk assessment report: We outline a strategy for you that is designed to maximise the probability of achieving your long-term financial objectives.
l Users have access to gain knowledge by following and reading write ups posted by the financial advisors.
About Subscription:
A subscription to the My Float app gets you unlimited access to all My Float content (after linking your account). You can start with a free trial now.
QUESTIONS?
Got a question about the App ? We’re happy to help—please send us a message through the app, Posting your views and ideas or an email to [email protected] and we’ll look into it.
DISCLAIMERS
My Float allows advisors and investors to connect with each other. The advise rendered by the advisors are not designed by My Float. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities or any other financial instruments.Before investing, consider your investment objectives.