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August 27, 2015

Personal Finance Portal – now available


in Technology

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 for all those important documents
  • Available 24/7 on a desktop, laptop, tablet and mobile phone
  • Provides peace of mind, knowing that communication with your adviser is timely and secure
  • Now with some premium benefits (from just £1 + VAT per client per month), allowing aggregation and views, which are ‘held-away’ from your relationship e.g. cash held at bank(s) + credit cards / loans

Please click on the following link for Registration