Personal Finance Portal

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.

Speak with our Financial Planners today

Related blog posts

Economic Review – August 2022

The latest gross domestic product (GDP) statistics show the UK economy grew unexpectedly in May although forward-looking indicators still point to a deteriorating outlook. In…

Read More

Economic Review – July 2022

The latest gross domestic product (GDP) statistics show the UK economy unexpectedly shrank in April, increasing concerns about future growth prospects. In our economic update…

Read More
businessman checking stock market on tablet

Investment market update: July 2022

The ongoing war in Ukraine, rising interest rates and soaring inflation could be pushing some economies towards recession in the coming months. This uncertainty has…

Read More

Wealth Management for Entrepreneurs and Executives

  The wealth management market is very much segmented and filtering through this to assess the best service, relationship, cost, security, and breath of offering…

Read More

Why use a Financial Adviser?

  In our case study below, we run through the scenario of some new clients who thought they could manage their portfolio themselves. However eventually…

Read More

How do you find a lost pension?

  Research by the Association of British Insurers (ABI) conducted in 2018 found there were approximately 800,000 lost pensions in the UK which amounted to…

Read More
Coming to a crossroads in life

Financial Planning as a result of selling a limited company

Selling shares in a construction company John had a business in construction that he owned with two co-directors. They decided to sell the business as…

Read More

Planning for Retirement

Self-employed, with a number of pensions Spencer is 65 and lives in Worthing with his wife.  He is a self-employed carpenter. Spencer came in to…

Read More

Michael and Mandy

Michael and Mandy are 46 and 43 respectively, and own a business in Worthing. They were in the process of buying the business from the…

Read More