Client Portals and Provider Websites
CashCalc
Log in to CashCalc for secure messaging or to complete your Attitude to Risk assessment and effortlessly update your personal information.
Portcullis PFP Portal
Provides invaluable access to your financial information and interaction via a secure online hub
Portcullis FP Moneyinfo
Portcullis MoneyInfo site for clients’ investments managed by RC Brown Investment Management PLC.
Quilter
Formerly known as Old Mutual Wealth. ISA, GIA, Pensions.
True Potential
Access to True Potential Portal, Secure Messaging, Valuations.
Investec
Discretionary Investment Manager clients
Abrdn
Wrap Platform policies starting with “WP”. Formerly Standard Life Wrap.
Nucleus
Part of Nucleus. SIPP, ISA, GIA accounts.
ReAssure
In house, Investment Bonds, Insurance, Pensions. Including historic Old Mutual Polices.
AVIVA
In house, Investment Bonds, Insurance, Pensions.
AEGON
In house, Investment Bonds, Insurance, Pensions.
Scottish Widows
In house, Investment Bonds, Insurance, Pensions.
Standard Life
(Part of Pheonix Group) In house, Investment Bonds, Insurance, Pensions.
AJ Bell
Platform for ISA, SIPP, GIA clients.
Fidelity
Platform for ISA, SIPP, GIA clients.
A client portal is a secure online platform that allows clients to access their account information and interact with their financial service provider. It provides a centralised location for clients to view their investment portfolio, account statements, and transaction history.
With a client portal, clients can also communicate with their financial advisor or service provider via secure messaging, submit requests for withdrawals or deposits, and view important documents such as tax forms and legal agreements.
Client portals offer convenience and accessibility, as clients can access their account information from anywhere with an internet connection. They also enhance transparency and accountability by allowing clients to monitor their investments and financial transactions in real-time. Overall, a client portal is a valuable tool for improving client engagement and providing a better user experience.
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Whether you have a specific question or want to explore your options, we’re here to help.