Mobile app
PROFINIO as an app for iPhone and Android
The client portal on the go: messages to your advisor, documents, tasks, insurance and taxes – with the same sign-in as in the browser.
What the app offers
- Read and reply to messages from your advisor
- View and upload documents
- Keep track of open tasks and deadlines
- Look up insurance policies and tax documents
- Notifications for new messages, without personal details in the text
- German, French, Italian and English
Download
The app will be available soon on the App Store and Google Play. Until then, please use the client portal in your browser.
Download on the App Store – coming soon Get it on Google Play – coming soon
In the browser
The client portal works in the browser on any device. Advisors continue to use the CRM in the browser.
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