We have begun introducing our exciting new Wealth Management Portal to clients, which will enable them to view and manage their personal finances in one place online.
We have been providing specialist financial planning services to our clients for over 35 years. The Lucas Fettes Wealth Management Portal is our latest development.
Through this new online financial hub clients can access real-time portfolio valuations, as well as integrate their banking, investment information and property valuations. By accessing a clear view of assets and liabilities in one place they can easily see their personal worth. This coupled with the ability to upload personal financial and legal documentation safely and securely will provide clients with a comprehensive service in a seamless and convenient manner via their smartphone, tablet or PC.
Following the development and launch of the Lucas Fettes apps, which are available on the Apple and Android marketplaces respectively, we began the phased introduction of this new service to clients in January 2019 supported by a dedicated help desk.
This development continues our strategy of providing clients with the latest industry specific technology, coupled with tailored personal advice and services. It is expected this will also positively impact the inter-generational appeal of the company moving forward.
Mark Brown, managing director of Lucas Fettes Financial Planning added that the positive effect financial technology is having for clients in the financial services sector means it will play a larger part in how clients interact with the sector in the future. He said “In recent years technology has transformed the way in which we interact with our personal finances, particularly banking. This can now be extended to view all of your personal finances in one place, with a single consolidated view”.
“The need for and value of advice does not diminish but clients will expect real-time access to financial information and the ability to view this in one place. Our new service achieves this; where a client would typically require multiple log-ins to access banking, investment and mortgage information, they now only require one” he continued
Commenting on why moneyinfo were chosen to develop the Lucas Fettes Wealth Management Portal, Mark said “Our objective was to provide clients with a comprehensive online finance hub that was easily accessible via smartphone, tablet, and PC. Whilst there are other products available in the marketplace, we sought an independent, flexible solution for our clients that was able to cater for all of their personal finance information in one place. This combined with a clarity of view and simplicity of use led us to choose moneyinfo as our technology partner for this exciting development.”
Tessa Lee, managing director of moneyinfo commented “We are delighted to be partnering with Lucas Fettes Financial Planning to power the Lucas Fettes Wealth Management Portal. Clients now expect to have digital access to their information and the app provides a holistic view of all of their financial information, documents and communications under the Lucas Fettes brand. The technology will complement the bespoke service offered by Lucas Fettes Financial Planning, providing an efficient and secure method of communicating with clients. We are excited to be working with them to ensure it becomes an integral part of their tailored financial planning proposition.”
As clients will be able to view documentation online, we also hope that this new service will further reduce our paper usage in line with our corporate social responsibility strategy.
If you would like to find out more about the Lucas Fettes Wealth Management Portal please view our informational brochure and FAQs. Clients of Lucas Fettes Financial Planning can request access to this service by calling 01733 890 842 or 01603 706 844.