Mobile Access

Your login credentials are the same ones used for the Quantum Investment Portal accessed from the Clients page.

For iPhone or iPad: Once logged in we recommend enabling “FaceID” or “TouchID” access by enabling Use Biometrics in Menu > Settings > Security after logging into the app.

The Planning Portal has a built-in method to create a shortcut on your device for each access, just like a dedicated app.

For iOS: After accessing the portal login screen, you should be prompted to create the shortcut. If not, tap the iOS Share icon, then Add to Home Screen, then Add