Kingswood: Ships new online client portal
- Kingswood is an integrated wealth management business offering a comprehensive range of financial planning
- Announces the launch of a new online portal for clients, in partnership with technology designed by moneyinfo
- A leading wealthtech firm that specialises in client portals and mobile apps for the wealth management industry
- Access and track their investments, pensions and savings effortlessly, online and in one place
- Securely communicate with their adviser whenever, and wherever it suits them, with encrypted WhatsApp style messaging
- Share and digitally sign important documents which will be automatically stored encrypted in the cloud