Private client wealth manager Brooks Macdonald Asset Management has linked with online portal Money-info.
Money-info combines online banking with asset and investment portfolio reporting.
The link-up will allow clients and their advisers to see holdings under the discretionary management of Brooks Macdonald, alongside all personal financial information including banking, credit cards, mortgages and loans.
The service can be white-labelled for use by advisory businesses.
Andrew Shepherd, joint managing director of Brooks Macdonald Asset Management said: "The benefits of seeing the whole of [a client's] financial position including their investment portfolio, cash, savings and mortgages can prove invaluable in terms of time saving and efficiencies."
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