TPO Wealth 4+

The Private Office Limited

Designed for iPad

    • 4.4 • 7 Ratings
    • Free

Screenshots

Description

The TPO Wealth app is a service provided by The Private Office Ltd and powered by MoneyInfo that gives you a complete picture of your financial life.

Having all of your financial information in one place. The TPO Wealth app makes understanding and keeping track of your money both easy and safe.

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.

Here’s a few of the things the TPO Wealth app can help you with –

• From a single investment to an extensive investment portfolio; the TPO Wealth app 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. Simplifying finding the information when you need it most.

• 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?

The TPO Wealth app is available to clients of The Private Office Ltd. If you don't already have access to your own TPO account, contact the team at enquiries@theprivateoffice.com.

What’s New

Version 2.1

Updated to support SSO functionality.

Ratings and Reviews

4.4 out of 5
7 Ratings

7 Ratings

LouScott58 ,

Makes life easier

It’s so much better being able to see everything in one place rather than signing into all my individual accounts. The property valuation is a good extra too.

JezAsh67 ,

User friendly, runs smoothly, big fan!

Great to have all my docs in one place and the messaging feature is really helpful.

Dave45678932 ,

Disappointing

Features advertised are missing from the app. The analysis is very limited. No intuitive enough.

App Privacy

The developer, The Private Office 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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