SN Financial Services are proud to announce the launch of their new client portal. This innovative technology means that customers can now receive documentation and live valuations of their investments direct to their desktop or mobile.
The new SN client portal is built with privacy by design, two factor authentication and secure messaging. This allows us to communicate effectively with customers on personal matters, including a document store where clients can upload information that is required to progress mortgages, protection applications, and investment requests – its quick, easy and secure! Customers can also update their own details, and input income and expenditure to help with applications and budget planning.
The client portal allowed me to easily share and receive documentation in a single location throughout the mortgage application process. It was also very reassuring to see first hand the additional security the portal offers. Jacob, IT professional and mortgage customer.
The system is designed to compliment the bespoke and established service provision offered by SN Financial Services for more than 15 years. The level of detail held within the portfolio area is second-to-none, giving a full breakdown of invested funds, historic performance and financial insights.
Hundreds of SN clients have already signed up to the portal. Registration is quick and easy. Current customers can register at snfinancial.co.uk/pfp. Any new customers who would like to discuss any financial matters and take advantage of the free portal can do so by contacting us.