TPO Wealth vs My7IM

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.

My7IM has a number of features which help you keep track of your investments: - Safe and secure - use Face or Touch ID for quick and easy access to your account. - View your valuation, transaction history, investment performance and compare it to pre-configured benchmarks. - View the asset and regional allocation of the investments you hold. - You can also view your partners, family members and any trusts via your My7IM account. - Share documents and messages securely and digitally sign any application forms. Not currently a 7IM Private client? My7IM is only available for 7IM Private Clients, if you are interested in hearing more about 7IM contact our team today via email Talktous@7IM.co.uk or visit our website https://www.7im.co.uk/private-client