TPO Wealth Admin 4+
The Private Office Limited
Designed for iPad
-
- Free
Screenshots
Description
TPO Wealth Admin allows you to access the TPO Client Portal whilst on the move, so that you can provide the best possible service to your clients. You can view your client information & valuations, keep track of correspondence, share documents and securely send & receive messages wherever you are, without the need for your laptop!
• Prepare for meetings and calls by viewing your client and their portfolio information
• Maintain secure communications using the messaging function
• Respond to client messages quickly and easily
• Keep everyone in the loop whilst you’re out of the office and can’t access your laptop
• Access a full audit trail of communication relating to your client
The TPO Wealth Admin app is only available to existing TPO colleagues.
What’s New
Version 2.0
Biometric login and in-app scanning functionality added.
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
Information
- Provider
- The Private Office Limited
- Size
- 46.9 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
- © 2022 moneyinfo Limited
- Price
- Free