The future of personal financial management at your finger tips
Through the Portal you can see all your financial products through one simple view; upload and store all your important documents into one readily accessible location, confident that they are safe and using the same level of security as other financial institutions.
The Portal is there to make managing your financial affairs easier, with your financial adviser completing and periodically updating your information.
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The Portal demonstrates a number of innovative tools that provide a wholly new perspective on your financial situation allowing you to model a variety of scenarios. The Concierge and Messaging feature of the Portal allows you to contact your adviser at the push of a button, either by Skype, email or simply requesting a phone call at a time that is convenient for you.
Stay informed
Whether you are moving house, applying for a protection policy or managing your investments, the Portal keeps you up to date with SMS and email updates. Through our messaging centre you can talk to us on Skype. You can also monitor the value of your property, with our property value estimator.
Store with confidence
Your Portal provides a safe and secure personal document locker, where you can store and lock away, receive or even share documents with your adviser. The ‘Documents’ section is where you receive and can indefinitely store files in a safe and secure environment. Sharing with your adviser couldn’t be easier and more secure.
Plan for the future
You can explore our range of tools to see how your financial situation is developing or examine those ‘what if’ scenarios. The Wealth Projector and Budget Planner together with our Mortgage and Pension calculators allow you to understand where you are now and into the future.
Advice
The Portal is the new approach to financial services, allowing you to take control of your financial information in your own time and enabling your adviser to meet your needs efficiently, and securely.
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