MyViewpoint Client Portal
MyViewpoint client portal gives clients secure access to their entire financial life in one place.
Clients can view their investments managed via the Viewpoint Portfolio platform alongside their property, bank accounts and other investments so everything can be held in one place.
Your clients' entire financial life brought together in one place. Mobile and web-based, MyViewpoint offers your clients 24/7 access to their investments, savings, pensions, property, banking, mortgages, credit cards and insurances.
Add bank accounts to easily track and analyse spending. Partner and family accounts can be linked to provide a single family overview.
With built-in aggregation from the Viewpoint Portfolio platform, other platforms, bank accounts and share dealing accounts MyViewpoint can provide clean, up-to-date client data delivered into interactive, animated net-worth, spending and income graphs.