- 3 min
Banque de Gestion Privée Indosuez launches a free iPhone app to help clients manage their wealth
Banque de Gestion Privée Indosuez has launched its first free mobile phone application, “Mon Agenda Patrimonial” to remind iPhone owners of key dates in their wealth management and tax calendar.
Clients can browse the app easily thanks to its intuitive interface and careful design. They click on the months shown on the homescreen for a summary of the key dates they need to manage their wealth throughout the current year – and even beyond.
The screen displays a summary of events for the current month. The client simply clicks on the corresponding line to get more details.
The app automatically anticipates key dates and informs the client ahead of time through the iPhone’s Push Notification Service. Dates can also be exported to an electronic organiser.