moneyinfo 4+

moneyinfo limited

Designed for iPad

    • 3.7 • 15 Ratings
    • Free

Screenshots

Description

moneyinfo is a service available through your financial adviser that gives you a complete picture of your financial life, alongside all your important financial documents. Financial peace of mind for you and your family.

Think of it as your digital financial filing cabinet. All of your investments, savings, pensions, insurances, banking, credit cards and property can be tracked together with all of the associated paperwork.

One place for everything financial.

Here’s a few of the things moneyinfo can help you with –

• From a single investment to an extensive investment portfolio; moneyinfo makes it simple to understand how your investments are doing with daily valuations, share and fund prices.

• Tracking your income and spending on your credit cards and bank accounts. Automatically categorising each transaction so you can see how much you are spending on bills, your property or eating out, and how this is changing over time.

• Comparing your spending to your income and visualising how much you can save over time, helping you achieve your financial goals.

• Tracking your property value against the Land Registry price index and storing all of your important documents, including your insurance certificates against the property to which they relate. Making it easy to find the information when you need it most.

• A view of your finances across your household, family or other related parties with built in privacy controls so that you can decide how and with whom your information is shared.

• Secure messaging to communicate easily with your financial adviser with push notifications to let you know when they've got in touch.

• Having all of your financial information in one place. Not only providing you with peace of mind, but imagine if something were to happen to you… Wouldn’t it be nice to know that all of your financial information would be accessible to your partner or dependants?

moneyinfo makes understanding and keeping track of your money both easy and safe.

The moneyinfo app is available to all users of the moneyinfo service. If you don't already have access to your own moneyinfo account, why not tell your financial adviser about it?

What’s New

Version 4.4

Update to the deep linking and document functionality.

Ratings and Reviews

3.7 out of 5
15 Ratings

15 Ratings

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

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