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Screenshots

  • Money Partner screenshot 1
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About Money Partner

The Money Partner App allows clients to securely share accurate financial data (income, expenses, assets, liabilities) from various banking institutions. Clients can access relevant insights to support the advice formulation processes in order to achieve their financial goals.

What’s new

Version 3.36.0 · Updated April 8, 2026

In this latest update to Money Partner, we’ve focused on making your wealth management faster and more intuitive. Managing your transactions is now effortless with new bulk editing capabilities and quick-action swipe gestures, allowing you to categorize, tag, or exclude items in seconds across your Portfolio and Cashflow screens. Key Enhancements: • Faster Management: Edit multiple transactions at once or use left/right swipes for instant categorization. • Improved Onboarding: A refreshed account-linking process and a new progress bar for consents make connecting your banks simpler and more transparent. • Better Tools: Enjoy a redesigned Transaction Details screen and a new sharing icon directly on your dashboard. We’ve also streamlined our disclosure flows and included several bug fixes to ensure a smoother, more reliable experience. Update today to see what’s new!

App privacy

The developer, Frollo, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Identifiers: User ID, Device ID
  • Usage Data: Product Interaction
  • Contact Info: Email Address, Name
  • User Content: Customer Support, Other User Content
  • Diagnostics: Other Diagnostic Data, Crash Data
  • Purchases: Purchase History
  • Financial Info: Other Financial Info

Used for: Third-Party Advertising, Developer’s Advertising or Marketing, Analytics, Product Personalization, App Functionality

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Usage Data: Advertising Data

Used for: Third-Party Advertising, Analytics

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