Overview & Feature Analysis
Partners: Mobile App for Personal Finance Management
Partners is a mobile application developed by Partners Banka a.s. that allows clients to manage their personal financesWith this app, users can have an overview of their financial contracts, investment data, insurance policies, and loans. It also enables users to compare and arrange financial products from the entire market. Additionally, clients can easily find and contact their Partners financial advisor through the app.
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All Financial Contracts in One Place
The app provides users with an overview of all their financial contracts closed through Partners, as well as any other contracts they have informed their advisor about. Users can also take photos of their other financial contracts and upload them to the app. For each contract, users can view basic contract details, payment instructions, and the value development of their funds.
Investment Reporting
Partners ensures that users always have an up-to-date overview of their investments, whether they have made one-time investments or invest regularly.
Comparison and Arrangement of Financial Products
With just a few clicks in the app, users can compare and arrange travel insurance and compulsory motor liability insurance. They can select the most suitable offer from a wide range of insurance companies in the Czech market and make payments through the app's payment gateway. The whole process takes only a few minutes.
Contact Your Advisor
Whenever users need advice or want to make changes to their financial portfolio, they can easily find and contact their Partners financial advisor through the app.
Smart Advisory Balance
The app includes a smart balance that reflects the advisory rules for individual and family income and expenses discussed with the advisor. Users can find their smart balance as recorded by their advisor in the app. They can update it before meetings to ensure they have a long-term grip on their finances.