An important financial planning tool
At Matheson Financial, we are currently in the process of finishing the design and launch of our new investor portal, and we will be in touch with you in due course with an update on this development. This will be an additional service for our investors which compliments the existing personal service which lies at our core. In the meantime, we look at why we feel an investor portal is set to become so important as a financial planning tool for investors.
What is a client portal?
Client portals are secure, self-service websites designed to give investors the ability to easily search, arrive and view information relating to their assets and financial wealth. Another way of viewing it might be to see it as a centralised gateway between you as an investor and Matheson Financial for sharing information, without the normal security concerns and compromises associated with traditional email and internet transactions. Additionally, an investor portal will address investors’ increasing expectation and demand, to find accurate information as quickly as possible.
New expectations in all walks of life
Advances in technology have changed the approach and expectations we all have of customer service in other walks of life. In the past, dealing with customer service in retail or banking, might have meant physically going to customer support or waiting in a queue for the next available customer service agent. Whilst providing a means for speaking to someone when needed is still an essential service that many businesses must provide, self-service has emerged as the preferred choice for many people. This self-service approach means granting you, the investor, the ability to quickly access and receive information without direct human intervention at that moment in time. Investors increasingly have expectations for firms to provide a streamlined experience across all channels. This means that the website, mobile app, investor portal and physical location should all be in-sync with one another. We feel that investors of the firms that can successfully accomplish this will feel an improved level of confidence and satisfaction.
The new Matheson Financial client portal seeks to provide complete and relevant content in an easy-to-use format.
What are the benefits?
Portals give investors immediate access to financial information, valuations and provide 24/7 access. Investors can use portals as a problem-solving tool, a time-saving option and an additional means of communicating with us, their advisors.