Sanlam Portfolio

The Sanlam Portfolio App is a convenient and comprehensive tool that allows you to manage all of your Sanlam products in one place. With this app, you can easily access key information, make transactions, and keep all your important documents organized and safe. Whether you need to update personal information, find contact details for your intermediaries, or track service requests, the app makes administration effortless. The app also offers a seamless user experience, allowing you to set up a personal profile, enable fingerprint ID for quick access, and automatically include any new products you purchase. Additionally, the app's Documents section provides easy access to agreements, statements, tax certificates, and a secure online document vault for uploading and storing various documents. With the Sanlam Portfolio App, managing your financial portfolio has never been easier.

Features of Sanlam Portfolio:

* Overview of all Sanlam products: The app provides an easy and convenient way to access information about all of your Sanlam products in one place. You can quickly get an overview of your portfolio and stay updated on your investments.

* Manage your portfolio: With this app, you have the ability to manage your portfolio directly from your mobile device. You can make transactions, update personal information, and track the progress of service requests all in one app.

* Access to documents and paperwork: No more searching for physical documents or rummaging through your email inbox. The app gives you access to contracts, statements, and tax certificates right at your fingertips. You can quickly find and reference important documents whenever you need them.

* Document vault for secure storage: Worried about losing important documents? The app provides a secure document vault where you can upload and store personal, financial, and estate-related documents. Your documents will be safely stored and easily accessible whenever you need them.

* User-friendly interface: The app is designed with a user-friendly interface, making it easy for anyone to navigate and use. Whether you're a tech-savvy individual or not, you can easily find what you're looking for and complete tasks efficiently.

* Convenient login options: Setting up your personal profile is a breeze with the app. You can register or sign in using your ID number or Sanlam username. Plus, you have the option to set up a pin or enable fingerprint ID for quick and secure login on your next visit.

Conclusion:

Sanlam Portfolio is the ultimate tool for managing your Sanlam products. With its easy-to-use features, you can access key information, manage your portfolio, and make transactions effortlessly. Say goodbye to paperwork and searching for documents - everything you need is conveniently stored in the app's document vault. Whether you're a seasoned investor or just starting your financial journey, this app is a must-have. Download now and take control of your Sanlam products with just a few taps.