British wealth manager Towry has introduced a new secure online portal that enables clients to access all their personal financial information in one place.
Called My Towry, the portal includes Sammedia’s moneyinfo product, which allows clients to view the value of their advised assets alongside their bank accounts, credit cards, mortgages and loans.
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Through this portal, clients can communicate with their wealth adviser, and store personal financial documents in a secure and accessible manner.
The service, which is fully mobile compatible, enables clients to access it on their computer, tablet and smart-phones.
The wealth manager is currently running a pilot of the service with a number of clients.
Towry COO Dave Percy said: "From speaking to a number of our clients, we identified that they wanted more than just the ability to see their investments and pensions online. My Towry allows clients to be able to record and access every aspect of their financial life in a simple and well-presented format.
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By GlobalData"We selected Sammedia because of their knowledge, technology and the flexibility of their product. The project teams have already delivered the first phase of the project, complete with comprehensive portfolio reporting, personal financial management, secure messaging and documents," he added.
Sammedia CEO Mik Cons said: "The My Towry service provides Towry clients with greater choice as to how they wish to keep track of their investments and access useful information on a range of financial topics. We will continue to work closely with the team at Towry to provide enhancements which will further improve the client experience."
