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.
• 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.
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