Wealth and investment management group Kingswood has launched a new online portal for clients following growing demand for easier and more efficient access to their investments.
The new portal ‘Kingswood Go’ has been designed in partnership with technology from wealthtech firm moneyinfo.
Available via desktop and mobile app, Kingswood Go will allow clients to access and track their investments, pensions and savings in one place; hold all of their financial information from other providers, such as insurance products and bank accounts, safely; and securely communicate with their adviser from wherever suits them, with encrypted messaging. Clients can also share and digitally sign important documents which will be automatically stored encrypted in the cloud, eliminating the need for paper.
Kingswood said the development will create a single client view for advisers and enable a more effective workflow management.
Lucy Whitehead, chief client officer at Kingswood, said: “We’re delighted to launch Kingswood Go, a product generated from comprehensive feedback gathered from our clients who are now busier than ever and eager to have easy access to their accounts online and benefit from highly tailored communications with their adviser. We are proud to have built this new offering made available both via desktop and mobile app in response to requests from both the older and younger generations.”
Harriet Griffin, chief operating officer at Kingswood, added: “Our reliance on technology has only deepened over the past couple of years and we expect this trend to continue. As such, we strive at Kingswood to deliver best in class technology to ensure our clients have everything they need at their fingertips as a single client view. We are very excited to officially launch Kingswood Go, which was built to perfectly respond to our clients’ demands and aspirations.”
