Progeny Portal Manager

1.0

Progeny Wealth Limited

0.00

0 reviews

Free

Download from the App Store Also on Google Play

About Progeny Portal Manager

Progeny Portal Manager was an overall app developed by Progeny Wealth Limited. It was removed from Google Play Jul 31, 2026 and is no longer available for download.

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The app had no ratings.

App Information

Progeny Portal Manager was free to download. The APK download size was 3.09 MB. The last available version was 1.0. The last update was on September 8, 2025.

Technical Requirements

The app had a content rating of Everyone. The app had been available on Google Play September 2025.

Description

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.

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More data about Progeny Portal Manager

Price	Free to download
Rating	No ratings
Version	1.0
App download size	3.09 MB
Suitable for	Everyone

Also available on Google Play

Progeny Portal Manager

Moneyinfo Ltd

0.0

Free

10+

Changelog of Progeny Portal Manager

No changelog data

Developer information for Progeny Wealth Limited

Progeny Wealth Limited

Address:

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Progeny Portal Manager

About Progeny Portal Manager

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Also available on Google Play

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Changelog of Progeny Portal Manager

Developer information for Progeny Wealth Limited

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