Client Personal Finance Portal

Personal Finance Portal

Client Personal Finance PortalWe 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.

That’s why we’ve introduced our Personal Finance Portal, an online portal and mobile app that enables you to see your complete financial picture in seconds at a time and place to suit you.

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.

A convenient way to view 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.

Peace of mind of Bank-Level security

What’s more, everything is completely encrypted, meaning that you can communicate with us using the inbuilt messaging service, safely and securely.

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* and it’s displayed in a way that’s 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.

*Subject to your provider and valuation frequency.

Find out more about Beacon Wealth Management’s personal financial portal.