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 2.15.10

- bug fixes and improvements

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

Supports

  • Wallet

    Get all of your passes, tickets, cards, and more in one place.

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