Technology

Digital Digest: The Latest Tech News – Oakglen Wealth

Editorial Staff 19 February 2025

Digital Digest: The Latest Tech News – Oakglen Wealth

The latest technology news in the wealth management sector from around the world.

Oakglen Wealth, a wealth manager with offices in London and Jersey, has just launched its new mobile app for iOS and Android. The app, which is now available to clients in both the UK and Jersey, is designed to give clients an oversight of their financial portfolio, investments and performance, no matter where they are. 

The app's launch follows a year of growth for Oakglen Wealth. With an expanding client base and increased digital engagement, the firm’s objective is to give clients greater control and confidence in managing their investments. The app aims to improve client engagement and accessibility and simplify financial management, the firm said in a statement.  

The app allows clients to have complete oversight of their investments' performance. Features include portfolio and account activity tracking, as well as access to documents such as valuations, tax reports, contract notes and fee statements. The app is supported by advanced security measures including secure user ID and facial recognition.  

“The launch of our app represents a significant milestone in our business, reflecting our scale, growth and confidence. We are committed to investing in technology to support our clients with seamless and secure access to their portfolios anywhere, anytime,” Jamie Crawford, group co-CEO and head of wealth management at Oakglen Wealth, said.

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