SIPP provider Curtis Banks has launched a client portal to complement its recently-launched adviser portal and the release of its fresh self-invested personal pension (SIPP) product earlier this year.
The company said the client portal was designed in consultation with advisers and gave them and their clients access to relevant data at any time, while it could also be used on all devices. This launch also comes after the firm unveiled a digital portal for advisers back in February. Curtis Banks said each user's portal experience was customised to suit their plan arrangements, allowing access to information about their SIPP. Other features of the portal include the ability to view all existing plans, an investment summary, and bank transactions and transfers. Curtis Banks group c...
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