Client Portals


Client Portals

PERSONAL FINANCIAL PORTAL (PFP)


The Personal Finance Portal gives our clients an invaluable tool on which to view financial information and interact via a secure, online 'hub' anywhere and on any device.

Benefits to our clients include:

  • Supports regulatory requirements for information security by providing secure messaging between us and our clients
  • Allows us and our clients to view fund and portfolio details, get valuations and assess progress against investment goals
  • Makes client servicing cheaper by saving processing time, postage and printing costs
  • Strengthen relationships between us and our clients
  • Provides secure, online storage for all those important documents
  • Provides peace of mind, knowing that communication with our clients is timely and secure
  • Available for our clients 24/7 on a desktop, laptop, tablet and mobile phone

For access and registration please click on the image below:



CASH MANAGEMENT PORTAL 

Benefits to our clients include:

The Platform enables our clients to very quickly ascertain the best value they can receive from their cash deposits.

  • Identify the value of one's cash and produce a generic report within 30 seconds
  • Build a bespoke portfolio of cash deposits, and produce a specific report, within minutes
  • Ensure all deposits obtain the maximum level of FSCS protection
  • Issue application forms within seconds of producing a bespoke portfolio
  • Communicate securely with with us regarding savings
  • Produce diary management notifications on maturing savings accounts
  • Produce financial strength reports on banks and building societies
  • Use savings calculators 
  • Produce savings accounts reports for us
  • Remove interference from banks and building societies 
  • In short, the platform enables our clients to take FULL CONTROL of their finances.
  • The savings accounts offered by UK based banks and buildings societies' are reviewed every 30 minutes to continually identify the best savings accounts to be used within the system
  • The platform automatically builds the most effective portfolio of savings accounts to meet our client's requirements

To log into our Cash Management Platform please click on the image below: