Your bank accounts at your fingertips!

As you may know, our leading edge technology is provided for us by 1 Potential (TP), and this technology enables us to help our clients wherever they are based in the UK.

Our unique service allows you to have immediate access at any time to your financial plans and policies and also allows you to leave messages using your secure email. If you have an iPhone or Blackberry (or any other smart phone), even if you are on the move, you are also able to access your information via an app on any of these phones.

1 Potential has now added a new functionality to its Wealth Platform that enables our clients to view their bank accounts, savings accounts and credit card information on their laptop, PC or smartphone.

The technology, which has been developed through American provider Yodlee, allows clients to view the information through the client-facing TP portal alongside their investments on the platform. Clients can also choose whether or not to give their adviser access to their banking and credit card details through the platform.

1 Potential senior partner Daniel Harrison says: “Any client with a Wealth Platform account can now access an aggregated view of their bank accounts, savings and credit cards. This gives more power to the portal, as it now combines an aggregated portfolio view with all of the clients’ personal finance details.”

As far as we are aware, TP is the first to offer this level of integration in the UK and it deserves considerable credit for that.

The next step, of course, would be to have transactional bank account capability available to the client through the platform. TP says it currently has no plans to offer this functionality, as banks are reluctant to allow transactional capability through external platforms, but watch this space!

If you are not registered on our Wealth Platform but would like to be, please contact Clive Matthews on 07976 643519, or send us an email by clicking on the “Contact Us” tab, at the top of this page.