Money Partner

Personal Financial Management

Only for iPhone

Free · Designed for iPhone. Not verified for macOS.

iPhone

The Money Partner App allows clients to securely share accurate financial data (income, expenses, assets, liabilities) from various banking institutions. Clients can access relevant insights to support the advice formulation processes in order to achieve their financial goals.

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In this latest update to Money Partner, we’ve focused on making your wealth management faster and more intuitive. Managing your transactions is now effortless with new bulk editing capabilities and quick-action swipe gestures, allowing you to categorize, tag, or exclude items in seconds across your Portfolio and Cashflow screens. Key Enhancements: • Faster Management: Edit multiple transactions at once or use left/right swipes for instant categorization. • Improved Onboarding: A refreshed account-linking process and a new progress bar for consents make connecting your banks simpler and more transparent. • Better Tools: Enjoy a redesigned Transaction Details screen and a new sharing icon directly on your dashboard. We’ve also streamlined our disclosure flows and included several bug fixes to ensure a smoother, more reliable experience. Update today to see what’s new!

The developer, Frollo, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Purchases
    • Financial Info
    • Contact Info
    • User Content
    • Identifiers
    • Usage Data
    • Diagnostics
  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Usage Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

Seller
  • Frollo Australia Pty Ltd
Size
  • 38 MB
Category
  • Finance
Compatibility
Requires iOS 16.0 or later.
  • iPhone
    Requires iOS 16.0 or later.
  • Mac
    Requires macOS 13.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2017 Frollo Australia Pty Ltd