TPIO Connect

TPIO Connect is a service provided by The Private Investment Office and powered by moneyinfo that gives you a complete picture of your financial life.

Think of it as your direct connection to our whole team and your personal 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.

One place for everything financial.

Here’s a few of the things TPIO Connect can help you with –

• Exchange messages with your adviser or any of our team while you're on the go, securely. Get immediate notifications on your phone when there's a new message for you. No more worries about phishing or email interception, all protected by your biometric phone login.

• Digitally sign documents and have them automatically stored where you can easily find them later, available on your phone, tablet or PC.

• From a single investment to an extensive investment portfolio; TPIO Connect makes it simple to understand how your investments are doing with daily valuations, share and fund prices.

• Tracking your UK 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?

TPIO Connect makes understanding and keeping track of your money both easy and safe.

TPIO Connect is only available to clients of The Private Investment Office.