See your accounts, investments and wealth all in one place
Without having to log into multiple sites MyWealth and App allows you to view all your finances from pensions, investments, bank and savings accounts etc in one place.
It will also allow you to instantly analyse your income and expenditure. You can also communicate with us in a secure facility.
Introduction
Wealth Portal allows you to keep up to date with all your finances in one place via a single login. The system is easy to use and navigate and can be accessed via your desktop, tablet or Apple or Android smartphone. You can keep up to date 24/7 from anywhere in the world.
Investments
Wealth Portal will consolidate your investment values in one place so you can see how they are performing. Valuations are generally updated on a daily basis and you can even link the value of your home to a local property index. All of this is shown within a simple dashboard that you can customise to suit your preferences.
Bank, Savings, Credit Cards Accounts
Most bank, savings and credit card accounts with online access can be linked to Wealth Portal using your secure login details. Balances will update daily and you can analyse your income and spending instantly. The system also allows you to set up useful reminders for important payments. The system is read only and therefore no transactions can be processed.
Documents
Wealth Portal allows you to upload important documents such as insurance policies, pension valuations, investment valuations, loan agreements, Wills etc so they are instantly available to view.
Communication
Open email communications have become increasingly subject to fraud. Wealth Portal facilitates secure encrypted communications via email with us and the ability to view documents we send you.
Data Security
Wealth Portal contains important and sensitive financial information. This is why Wealth Portal data is protected by bank-standard security and encryption. The mobile app is registered to your divice and protected via a six digit PIN.