All of your clients' finances in one place

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 Morgan Lloyd and the Viewpoint Portfolio platform alongside their property, bank accounts and other investments so everything can be held in one place.

Dashboard

Your client's entire finance life brought together in one place. Mobile and web-based, MyViewpoint provides 24/7 access for your clients to their investments, savings, pensions, property, banking, mortgages, credit cards and insurances.

Advisers can also be provided with access to this information.

Spending Overview

Add bank accounts to easily track and analyse spending. Partner and family accounts can be linked to provide a single family overview.

Instead of leafing through lots of paperwork, usernames and passwords from different product providers, MyViewpoint provides daily updates on a customers entire wealth any time of the day or night with just one login and password.

Net Worth

With built in aggregation from Viewpoint Portfolio, 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.

MyViewpoint provides customers with a unique and safe place for them to keep an eye on all of their investments

MyViewpoint provides customers with a unique and safe place for them to keep an eye on all of their investments. Instead of leafing through lots of paperwork, usernames and passwords from different product providers, MyViewpoint provides daily updates on a customers entire wealth any time of the day or night with just one login and password.

Get in touch today

01275 379 200

enquiries@morgan-lloyd.co.uk