Progeny Portal Manager

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.