Sanlam Portfolio

Sanlam Portfolio

开发者: Sanlam

中国
APP ID 复制
1403839427
分类
价格
免费
内购
59个评分
财务(免费)
昨日下载量
最近更新
2024-09-09
最早发布
2021-01-31
版本统计
  • 39天4小时

    最新版本上线距今

  • 8

    近1年版本更新次数

  • 2021-01-31

    全球最早版本上线日期

版本记录
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  • 版本: 3.0.6

    版本更新日期

    2024-09-09

    Sanlam Portfolio

    Sanlam Portfolio

    更新日志

    Minor bug fixes.

    视频/截图

    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图

    应用描述


    The Sanlam app provides an overview of all of your Sanlam products. Access key information, manage your portfolio and make transactions right in the app.

    Documents and paperwork are on-hand, with access to contracts, statements and tax certificates. You can also upload and keep your important documents safe in your document vault.

    Admin is made easy with the ability to update your personal information, find your intermediaries contact information and track the progress of service requests.


    How it works

    Register or sign in to the app using your ID number or Sanlam username to set up your personal profile.

    Set up a pin or enable fingerprint ID for the app and rapidly sign in on your next visit. Securely access your portfolio of Sanlam products and engage with the individual business units to view detailed information and transact online.

    There is no need to register on another platform. When you purchase additional products, everything will be automatically included here.

    The Documents section allows you to download Agreements, Statements and Tax Certificates for the last 5 years and also your Will held at Sanlam. It provides an online Document Vault where you can upload and securely store personal, financial and estate related documents.

    Your personal and contact information that we have on record, is provided in a single view. You can make changes in one place and these are submitted to all the business units that should be updated.

  • 版本: 3.0.5

    版本更新日期

    2024-08-27

    Sanlam Portfolio

    Sanlam Portfolio

    更新日志

    General updates and improvements with minor bug fixes.

    视频/截图

    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图

    应用描述


    The Sanlam app provides an overview of all of your Sanlam products. Access key information, manage your portfolio and make transactions right in the app.

    Documents and paperwork are on-hand, with access to contracts, statements and tax certificates. You can also upload and keep your important documents safe in your document vault.

    Admin is made easy with the ability to update your personal information, find your intermediaries contact information and track the progress of service requests.


    How it works

    Register or sign in to the app using your ID number or Sanlam username to set up your personal profile.

    Set up a pin or enable fingerprint ID for the app and rapidly sign in on your next visit. Securely access your portfolio of Sanlam products and engage with the individual business units to view detailed information and transact online.

    There is no need to register on another platform. When you purchase additional products, everything will be automatically included here.

    The Documents section allows you to download Agreements, Statements and Tax Certificates for the last 5 years and also your Will held at Sanlam. It provides an online Document Vault where you can upload and securely store personal, financial and estate related documents.

    Your personal and contact information that we have on record, is provided in a single view. You can make changes in one place and these are submitted to all the business units that should be updated.

  • 版本: 3.0.4

    版本更新日期

    2024-05-14

    Sanlam Portfolio

    Sanlam Portfolio

    更新日志

    General updates and improvements

    应用描述

    暂无应用描述数据

  • 版本: 3.0.3

    版本更新日期

    2024-04-23

    Sanlam Portfolio

    Sanlam Portfolio

    更新日志

    This update includes performance improvements for the app

    应用描述

    暂无应用描述数据

  • 版本: 3.0.2

    版本更新日期

    2024-03-27

    Sanlam Portfolio

    Sanlam Portfolio

    更新日志

    Added banner to notify users when they are using an out of date OS.

    视频/截图

    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图

    应用描述


    The Sanlam app provides an overview of all of your Sanlam products. Access key information, manage your portfolio and make transactions right in the app.

    Documents and paperwork are on-hand, with access to contracts, statements and tax certificates. You can also upload and keep your important documents safe in your document vault.

    Admin is made easy with the ability to update your personal information, find your intermediaries contact information and track the progress of service requests.


    How it works

    Register or sign in to the app using your ID number or Sanlam username to set up your personal profile.

    Set up a pin or enable fingerprint ID for the app and rapidly sign in on your next visit. Securely access your portfolio of Sanlam products and engage with the individual business units to view detailed information and transact online.

    There is no need to register on another platform. When you purchase additional products, everything will be automatically included here.

    The Documents section allows you to download Agreements, Statements and Tax Certificates for the last 5 years and also your Will held at Sanlam. It provides an online Document Vault where you can upload and securely store personal, financial and estate related documents.

    Your personal and contact information that we have on record, is provided in a single view. You can make changes in one place and these are submitted to all the business units that should be updated.

  • 版本: 3.0.1

    版本更新日期

    2023-12-08

    Sanlam Portfolio

    Sanlam Portfolio

    更新日志

    This update addresses some biometric and login issues.

    视频/截图

    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图

    应用描述


    The Sanlam app provides an overview of all of your Sanlam products. Access key information, manage your portfolio and make transactions right in the app.

    Documents and paperwork are on-hand, with access to contracts, statements and tax certificates. You can also upload and keep your important documents safe in your document vault.

    Admin is made easy with the ability to update your personal information, find your intermediaries contact information and track the progress of service requests.


    How it works

    Register or sign in to the app using your ID number or Sanlam username to set up your personal profile.

    Set up a pin or enable fingerprint ID for the app and rapidly sign in on your next visit. Securely access your portfolio of Sanlam products and engage with the individual business units to view detailed information and transact online.

    There is no need to register on another platform. When you purchase additional products, everything will be automatically included here.

    The Documents section allows you to download Agreements, Statements and Tax Certificates for the last 5 years and also your Will held at Sanlam. It provides an online Document Vault where you can upload and securely store personal, financial and estate related documents.

    Your personal and contact information that we have on record, is provided in a single view. You can make changes in one place and these are submitted to all the business units that should be updated.

  • 版本: 3.0.0

    版本更新日期

    2023-11-28

    Sanlam Portfolio

    Sanlam Portfolio

    更新日志

    This update includes changes to use the new dashboard feature.

    视频/截图

    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图

    应用描述


    The Sanlam app provides an overview of all of your Sanlam products. Access key information, manage your portfolio and make transactions right in the app.

    Documents and paperwork are on-hand, with access to contracts, statements and tax certificates. You can also upload and keep your important documents safe in your document vault.

    Admin is made easy with the ability to update your personal information, find your intermediaries contact information and track the progress of service requests.


    How it works

    Register or sign in to the app using your ID number or Sanlam username to set up your personal profile.

    Set up a pin or enable fingerprint ID for the app and rapidly sign in on your next visit. Securely access your portfolio of Sanlam products and engage with the individual business units to view detailed information and transact online.

    There is no need to register on another platform. When you purchase additional products, everything will be automatically included here.

    The Documents section allows you to download Agreements, Statements and Tax Certificates for the last 5 years and also your Will held at Sanlam. It provides an online Document Vault where you can upload and securely store personal, financial and estate related documents.

    Your personal and contact information that we have on record, is provided in a single view. You can make changes in one place and these are submitted to all the business units that should be updated.

  • 版本: 2.0.2

    版本更新日期

    2023-11-14

    Sanlam Portfolio

    Sanlam Portfolio

    更新日志

    This update includes a minor bug fix on login

    视频/截图

    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图

    应用描述


    The Sanlam app provides an overview of all of your Sanlam products. Access key information, manage your portfolio and make transactions right in the app.

    Documents and paperwork are on-hand, with access to contracts, statements and tax certificates. You can also upload and keep your important documents safe in your document vault.

    Admin is made easy with the ability to update your personal information, find your intermediaries contact information and track the progress of service requests.


    How it works

    Register or sign in to the app using your ID number or Sanlam username to set up your personal profile.

    Set up a pin or enable fingerprint ID for the app and rapidly sign in on your next visit. Securely access your portfolio of Sanlam products and engage with the individual business units to view detailed information and transact online.

    There is no need to register on another platform. When you purchase additional products, everything will be automatically included here.

    The Documents section allows you to download Agreements, Statements and Tax Certificates for the last 5 years and also your Will held at Sanlam. It provides an online Document Vault where you can upload and securely store personal, financial and estate related documents.

    Your personal and contact information that we have on record, is provided in a single view. You can make changes in one place and these are submitted to all the business units that should be updated.

  • 版本: 2.0.1

    版本更新日期

    2023-09-05

    Sanlam Portfolio

    Sanlam Portfolio

    更新日志

    This update includes a minor bug fix on login

    应用描述

    暂无应用描述数据

  • 版本: 2.0.0

    版本更新日期

    2023-08-04

    Sanlam Portfolio

    Sanlam Portfolio

    更新日志

    This is a big update to the Sanlam Portfolio app. It is easier to use and smaller in size.

    Various bugs have also been ironed out and it should overall be a better experience.

    视频/截图

    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图
    Sanlam Portfolio App 截图

    应用描述


    The Sanlam app provides an overview of all of your Sanlam products. Access key information, manage your portfolio and make transactions right in the app.

    Documents and paperwork are on-hand, with access to contracts, statements and tax certificates. You can also upload and keep your important documents safe in your document vault.

    Admin is made easy with the ability to update your personal information, find your intermediaries contact information and track the progress of service requests.


    How it works

    Register or sign in to the app using your ID number or Sanlam username to set up your personal profile.

    Set up a pin or enable fingerprint ID for the app and rapidly sign in on your next visit. Securely access your portfolio of Sanlam products and engage with the individual business units to view detailed information and transact online.

    There is no need to register on another platform. When you purchase additional products, everything will be automatically included here.

    The Documents section allows you to download Agreements, Statements and Tax Certificates for the last 5 years and also your Will held at Sanlam. It provides an online Document Vault where you can upload and securely store personal, financial and estate related documents.

    Your personal and contact information that we have on record, is provided in a single view. You can make changes in one place and these are submitted to all the business units that should be updated.