Progeny Portal Manager

Finance

Free · Designed for iPad

Progeny Portal Manager gives financial advisers, wealth managers and administrators access to the power of your Progeny 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 Progeny Portal Manager app is available to existing operators of firms licensing moneyinfo. A better client experience for financial advisers, wealth managers and DFMs.

Ratings & Reviews

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The developer, Progeny Wealth 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, for example, based on the features you use or your age. Learn More

Accessibility

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

Information

  • Seller
    • PROGENY WEALTH LIMITED
  • Size
    • 3.2 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 15.0 or later.
    • iPhone
      Requires iOS 15.0 or later.
    • iPad
      Requires iPadOS 15.0 or later.
    • iPod touch
      Requires iOS 15.0 or later.
    • Mac
      Requires macOS 12.0 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
    • © 2025 Moneyinfo Limited
  • Privacy Policy

    • More by Progeny Wealth Limited

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