Client Portal and Mobile App Update
Client Portal and Mobile App Update

We've released a major update to the Patersons Client Portal and Mobile App with a variety of new features and improvements. We recommend all Mobile App users update to the new version. Here are five updates you should know about.

1. New Watchlist Tool

We’ve made the new Watchlist Tool much easier to use. You can now quickly search for Equities, ETFs and Managed Funds to add to your list within the tool itself, rather than having to use a separate search page. Watchlists are now also available to use on our Mobile App.

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2. New Quick Search Function

There is now a Quick Search bar at the top of the Portal and Mobile App that provides fast access to quotes and analysis on stocks and ETFs. Simply type in a stock code or company name to find the information you need.

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3. Simple Access to Market Information on Your Holdings

While browsing your Portfolio Holdings Report, you can now quickly access a range of additional market information and analysis by clicking the company names in the report.

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4. ETF and Managed Fund Research Reports

In addition to Equities research, the portal and app now provide access to Morningstar research on Australian ETFs and Managed Funds. There are also Advanced Search tools available to help you filter your search results using a range of criteria specific to each asset type.

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5. Advanced Charting

The Charting Tool has got even better, with a range of chart types and indicators available to choose from. Charting is now also available on the Mobile App.

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