This Portal allows Customers to build their online portfolio of financial products, aggregating disparate sources of information into a holistic view that allows the Customer to easily review their financial standing and protection status. This data can then be modelled by the Customer to project the growth, identify areas lacking to their financial future and provide an up-to-date estimate of their Net Worth.
As a Customer...
At present ChartwellMS Portal is only accessible to the Customers of Financial Advisers who have affiliated with MyFinanceCentre. We shall be providing access to the general public in the near future and you can register your interest by contacting us via our Contact form.
As a Financial Adviser...
ChartwellMS Portal is intended to become a single point of contact for all Customers who deal with their Financial Adviser, without the customer being encumbered with the technical issues that restrict many projects. Through our API it is possible for any system to integrate and aggregate data to their client-base through ChartwellMS Portal. If you would like to find out more, please do not hesitate to contact us through our Contact form or visit our development partners.