Investment Solutions launches the Personal Finance Portal to all of our clients.
We have now launched our Personal Finance Portal to all of our clients, which allows clients to view all of their investments and assets in one place securely online.
21st Century Services
We recognise that advances in technology mean our clients are increasingly choosing to interact with us across multiple channels; face to face, on the telephone, and online.
That’s why we are introducing our new Personal Finance Portal, a revolutionary new app that enables you to see your complete financial picture in seconds at a time and place to suit you.
A convenient way to view finances at the click of a button
Accessible online 24/7 across desktops, laptops and mobile devices, Personal Finance Portal gives you access to your long- term savings and investment information in an easy to use, online format. And with the addition of Premium benefits, you can combine this with your short-term finances, such as bank accounts, credit cards, loans and mortgages, to see a complete picture of where you stand financially.
Always up-to-date* and easy to use
Accounts, transactions and balances are refreshed every day so the information displayed in your Personal Finance Portal will always be up-to-date* and it’s displayed in a visually engaging way that’s really easy to understand.
Because your Personal Finance Portal is cloud-based, getting up-to-date valuations becomes a breeze so you can always see how your investments are performing.
Peace of mind of bank-level security
What’s more, everything is completely encrypted, meaning that you can communicate with us using the inbuilt messaging service safely and securely.
Accessible document storage that’s second to none
Your Personal Finance Portal allows you to house all your documents, both financial and personal, in a single online document vault that’s completely secure and fully backed up.
It’s far more secure than keeping paper copies in your filing cabinet or in a computer file which can be hacked.
Personal Finance Portal Premium benefits
With that addition of Premium benefits, you’ll be able to pre-set savings goals and set alerts to let you know whether you’re on track or need to address a shortfall. Plus, you can categorise your spending and opt to receive useful insights into your spending habits so you can always be on top of where your money’s going. And it’s good to know that your bank account and credit card information is ‘read only’ so only you have access to your passwords.
* subject to your provider and valuation frequency
If you would like more information, about the Personal Finance Portal and getting set up online, please do get in touch.