Personal Finance Portal
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.