Advances in technology mean that our clients are increasingly choosing to interact with us across multiple channels: face to face, on the telephone and online.
That’s why we’re introducing our new Client Portal, an online tool that enables you to see your finances in seconds at a time and place to suit you.
Once registered you will be given a unique username and password. Everything is completely encrypted, meaning that you can communicate with us using the inbuilt messaging service safely and securely.
Accessible online 24/7 across desktops, laptops and mobile devices, Client Portal gives you access to your long-term savings and investment information.
Your Client 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.
Accounts, transactions and balances are refreshed every day so the information displayed in your Client Portal will always be up-to-date and it’s displayed in a visually engaging way that’s really easy to understand.
Because your Client Portal is cloud-based, getting up-to-date valuations is simple so you can always see how your investments are performing.
