Kingswood: Ships new online client portal

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
Laura M
Laura M
Laura is a financial reporter, editor, and researcher with a particular interest in fintech innovation, capital markets, and the evolving global banking landscape.

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