A new online portal called My Towry has just been launched by wealth adviser Towry.
The firm says that it will allow its clients to access all their personal financial information from just one location.
The new service incorporates Sammedia’s moneyinfo product This, says Towry, will enable clients to view the value of their advised assets alongside their bank accounts, credit cards, mortgages and loans. Clients will also be able to communicate with their wealth adviser through the system. They will also be able to store personal financial documents in a secure and accessible manner.
Chief operating officer of Towry Dave Percy said: “It’s undeniable that digital technologies are reshaping the way that consumers engage with their finances and that the industry must adapt to take advantage of this shift. 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.
“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.”
CEO of Sammedia 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.”