Van Lanschot launches interactive investment advice app

Van Lanschot today launches its new investment advice app for its investor clients, the next step in digitising its Private Banking offering. The app provides clients with a comprehensive view of their investment portfolios and returns, while putting them into easy and swift contact with their personal investment advisers if they choose.

Richard Bruens, member of the Executive Board responsible for Private Banking: “Clients who are active investors want to be able to act fast on any advice their Van Lanschot investment adviser puts their way. This app gives them immediate access to their investments, whenever they want and wherever they are. This latest innovation fits with our aim to couple the personal attention our clients expect from their private bank with high-quality digital support.”

The investment advice app is the second such app Van Lanschot has introduced for its investor clients, following in the footsteps of the discretionary management app launched in 2016. Van Lanschot’s discretionary management clients use this to access their portfolios at any time convenient to them, monitor the breakdown of their wealth across asset classes and regions, and check out the views of their investment managers.

The latest app is specifically tailored to Van Lanschot’s investment advice clients, who invest with the help of Van Lanschot as sparring partner, and using the insights and research made available to them by its investment advisers. The app provides easy access to a client’s investment portfolio, highlighting where and how they invest across the world. Portfolio return developments are available real-time.

Perfecting the app

The investment advice app is downloadable from the App Store today. After downloading it, clients can go online to link their portfolios to the app. It runs on iOS and will also be supported by Android later in the year. New functionalities are being developed, including updates on the latest financial market news, fund pages and related news, as well as lists of buy and sell recommendations.

Omnichannel service

The launch of Van Lanschot’s investment advice is part of its drive to expand its omnichannel service provision for Private Banking clients, announced in its April strategy update 2020 and encompassing an investment programme to support personalised services through digital channels.

Van Lanschot launches interactive investment advice app (pdf)