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Screenshots

  • Goldsborough Client Portal screenshot 1
  • Goldsborough Client Portal screenshot 2
  • Goldsborough Client Portal screenshot 3
  • Goldsborough Client Portal screenshot 4

About Goldsborough Client Portal

Goldsborough’s Client Portal gives our clients simple and secure access via their mobile device to: • Access and upload documents with sensitive personal information • A more secure messaging service for clients and advisers compared to using email • Cloud storage of important documents, including valuation reports, advice records and application forms • Review and update personal records, cashflow and asset information • Investment portfolio balances and historical data

App privacy

The developer, Goldsborough, reported these privacy practices to Apple.

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Usage Data: Product Interaction
  • Diagnostics: Crash Data, Performance Data
  • Identifiers: User ID

Used for: Analytics, App Functionality

Alternatives to Goldsborough Client Portal

Looking for apps like Goldsborough Client Portal? Here are 6 similar apps on the App Store. The highest rated is EXE Client Portal (2.0/5), and all 6 are free to download.

Goldsborough Client Portal vs. alternatives
App Rating Price Last updated Compare
Goldsborough Client Portal – Free March 4, 2025
EAM Portal – Free Sep 11, 2024 Compare
Providend - Wealth Advisory – Free Feb 17, 2026 Compare
APT Wealth – Free Jun 18, 2025 Compare
Payroo – Free Oct 16, 2026 Compare
Gather: Wealth & Money Manager – Free Oct 15, 2026 Compare
EXE Client Portal 2.0 / 5 (1) Free Mar 18, 2025 Compare

Compare Goldsborough Client Portal with the top alternatives: ratings, updates, ASO score and keyword gaps →