New Personal Finance Management Portal

by | May 7, 2014

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A major new interactive online Personal Finance Management service has been launched by 360 DotNet. 

MyFinancecentre is packed with easy-to-use tools and allows everyone, says 360 DotNet, to make informed choices about their mortgage, protection, investment and retirement needs.

It is, claims the development team, a great way for IFAs to become aware of changes to their clients’ lifestyle, and to effectively meet ongoing requirements.

MyFinancecentre is born out of the award-winning 360 Lifecycle Client Management System and shares information to any external CRM.

The basis behind the new portal is to allow IFAs to share the advisory journey with their clients. The finance professional gathers information as part of the advisory process and MyFinancecentre reflects that data, and the advisors knowledge, back to the clients. The client can enter and edit information, and can choose what to share, giving them a large degree of control.

All data is stored at the clients’ fingertips, providing a clear ‘big picture’ in an eye-catching format that is designed to resonate with their particular needs.

The benefits for clients are clear says 360 DotNet. It allows them to navigate the financial landscape with a new confidence and clarity. What’s more, it can help them stay in touch via SMS, email, or Skype video chat; aid planning for the future (understanding their situation and model the impact of changes); and, keep their data secure, yet within reach, via safe, accessible cloud storage.

For the advisor, one of the main benefits is providing a comfortable online environment for their clients and one which encourages them to plan ahead. 360 DotNet says there are no barriers, no hassles and no wait. Advisors can see what their clients want to share and the changes they need to make.

The 360 Lifecycle Client Management System has been developed by IT practitioners at 360 DotNet, in conjunction with their sister financial intermediary companies Lifetime Financial Management and Lifetime Wealth Management. The system was developed to support the growth aspirations of the company and to deliver high levels of service across a database in excess of 50,000 clients.

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