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