National IFA 2plan Wealth Management has launched an online client portal enabling its advisers' fee-based clients 24/7 access to their portfolio and valuation information.
Horizon, available to clients who select the company's ongoing fee-based premium service, provides an aggregated policy summary with instant online updating direct from providers. Detailed policy information, on-demand provider valuations and graphical representation of fund allocation are also available, as is a direct links to the client's adviser website. "Whilst many firms use websites simply as a ‘cheap' way of servicing lower-revenue clients, the Horizon portal service is aimed at giving added service to high-net worth clients as an integral part of their ongoing service agreeme...
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