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May 11, 2016

When sometimes ‘less is more’ – further enhancements to Investor Access Mobile Responsiveness

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In addition to our Personal Finance Portal clients of Brighton Capital Management also have access to our platform partner’s Investor Access website. The Personal Finance Portal has been developed for those clients who wish greater on-line interaction to send secure messages to their wealth manager, review tasks and important documents, upload their own documents to […]

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February 23, 2016

Consumer attitudes to online finance are changing – your Personal Finance Portal

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Consumer attitudes to financial management are changing. A recent survey conducted by the Office of National Statistics showing 53%* of those polled regularly access their bank account online. Consumers increasingly want to interact with advisers and product providers across multiple channels, face to face, by telephone, via the web – or a mix of all three. So […]

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August 27, 2015

Personal Finance Portal – now available

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Brighton Capital Management can provide clients with a bird’s-eye view of the total financial assets using the new online Personal Finance Portal (PFP) from Intelligent Office (iO). Now with bank account aggregation. Benefits include: Supports secure messaging Allows you to view portfolio details, get valuations and assess progress against investment goals Provides secure, online storage […]

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