moneyinfo manager 4+
moneyinfo limited
Designed for iPad
-
- Free
Screenshots
Description
moneyinfo manager gives financial advisers, wealth managers and administrators access to the power of your moneyinfo client portal whilst on the move, enabling you to view your client information, access daily valuations, keep track of correspondence, share documents and securely send and receive messages to and from your clients.
View your clients and their portfolio information:
• Get ready for your meetings with access to your clients portfolio and other information
• Respond quickly to client queries
• Work with different service groups of clients
• Filter your client list with advanced search capability
Communicate securely with your clients:
• Send and receive secure messages and get push notifications when your client gets in touch
• Respond to client messages quickly and easily
• Use templates to quickly send correspondence to your clients or respond to queries
• Share documents with your clients
• Access an audit trail of communications relating to your client
The moneyinfo manager app is available to existing operators of firms licensing moneyinfo.
A better client experience for financial advisers, wealth managers and DFMs.
To find out more go to www.moneyinfo.com or call 03303 600300.
What’s New
Version 2.2.1
Domain update.
Ratings and Reviews
App Privacy
The developer, moneyinfo 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 Linked to You
The following data may be collected and linked to your identity:
- Identifiers
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Moneyinfo Limited
- Size
- 47.1 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 9.3 or later.
- iPad
- Requires iPadOS 9.3 or later.
- iPod touch
- Requires iOS 9.3 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
- Age Rating
- 4+
- Copyright
- © 2020 moneyinfo Limited
- Price
- Free