The Client Portal & LewisBrownlee App:

Some of you will already be familiar with our Lewis Brownlee Client Portal. But did you know there is also an associated app? From a client perspective, it is an amazing tool that allows you to securely access your entire financial life in one place. As the app allows you to access the Client Portal from your mobile, the hope is that it will also give clients ‘bigger picture’ clarity on the go. We often hear from clients that they seek financial advice to gain better control over the money. So, the new LewisBrownlee app taps directly into this. See – we do listen!

From our perspective, the Lewis Brownlee Client Portal and app have superb ‘client profiling’ potential. You’re probably thinking that sounds scary. Really it’s just industry-speak for saying that it allows us to provide more perfect matches for our clients’ needs. For you, this means we can offer a more targeted service while allowing you greater control and understanding of your financial affairs.

What does the Client Portal and LewisBrownlee app entail?

You can put your whole financial life on the client portal safe in the knowledge that it is secure. So, you can keep track of your investments, savings, pensions, insurances, bank accounts, credit cards, store cards, mortgages, loans and property alongside all the associated paperwork. The beauty of this is that whether you are using a desktop, or using the app on a tablet or mobile phone, you can have access to all of your finances whenever you need, wherever you are.

What are the benefits?

Both the Client Portal and the LewisBrownlee app open up to your personal dashboard. This gives you a snapshot of your entire financial life and acts as an easy navigation point to everything you need. You can even personalise this to display the information most important to you. As you can keep your entire financial life on the Portal, you can easily see any upcoming renewals you’ll need to keep an eye on; and you can also add your own key events such as MOT’s, road tax and HMRC payments. To this end, the Client Portal (and LewisBrownlee app) becomes a bit of a Personal Assistant!

Many of our clients already on board with the Portal enjoy the investment tracking functionality. The Portal is designed to easily allow you to see how your investments are doing. As valuations are updated daily, it’s a great way of keeping track – and it also builds up a history across your entire portfolio that you can see as and when you choose.

How secure is it?

This is probably the most asked question, and rightly so! The idea of keeping all of your financial life in one place has so many benefits. But what is the associated risk? In truth, both the Client Portal and our LewisBrownlee app ensure that your personal data is exchanged only using the most secure methods. We take the security of your personal and financial information extremely seriously. So your data is safeguarded using bank-level security and encryption.

How to find out more

We’ll happily talk you through the Client Portal and its associated LewisBrownlee app. As always, we are happy to answer any questions you may have. So, if you’d like to find out more, please do give us a call on 01243 767 469. Alternatively, you can email us from our contact page, and we’ll get in touch!