This free new app has been designed by iPracticeApps in partnership with Invest Blue to keep you up to date with your Financial Planning needs.
This app is designed to make it even easier for our clients to communicate and interact with us.
Some of the key features are:
• Push Notifications so we can keep you up to date and informed about important dates and events.
• Request or Book appointments or get in touch with your adviser via email or phone.
• Directly access Money Brilliant, your net position and cash management tool.
• Send and Receive administrative documents that require your signature – you can sign them right from your device using the Digital Signatures function.
• Link directly to important government apps
• Run you eye over a number of useful calculators, helping you understand your finances better
• Use the Info Video, News Feed and Workbook Channels to keep up to date with a wide range of information and education.
We hope you enjoy using the Invest Blue App!