Services
Personal Finance Portal
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. With our new Personal Finance Portal we'll give you a revolutionary new way to see your complete financial picture in seconds, at a time and place to suit you.
Services
The Personal Finance Portal
View your 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. Premium benefits mean 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. You can also include the value of other assets, like your home.
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. Its’ displayed in a visually engaging way thats’ 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.
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.