The Private Investment Office 4+
Lavatech Limited
Designed for iPad
-
- Free
Screenshots
Description
The Private Investment Office app is a new mobile application which uses the latest technology to securely link us to our clients quickly and easily.
Our intuitive application simplifies processes and administration, while removing paper and wet signatures wherever possible. You can send us confidential statements, proof of ID and secure messages, for example, and conveniently sign documents digitally from your mobile phone.
Features include:
•View, complete and sign forms or documents, returning them securely
•A mobile virtual file of all messages, letters and documents
•Ability to track implementation progress of your financial strategy against a visual tracking tool
•Send messages and photos directly to us (without needing to provide a reference or even a name)
•Convenience by allowing instant mobile access 24/7
What’s New
Version 2.15.1
- TA Form update
App Privacy
The developer, Lavatech Limited, 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 Not Linked to You
The following data may be collected but it is not linked to your identity:
- Contact Info
- Identifiers
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Lavatech Limited
- Size
- 134.2 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Mac
- Requires macOS 11.0 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
- © The Private Investment Office 2022
- Price
- Free
Supports
-
Wallet
Get all of your passes, tickets, cards, and more in one place.