Acumen Client Portal | Investment Adviser Client Portal

Client Portal

Acumen’s Client Portal lets you view your finances in one secure location, accessible 24/7 across all your mobile and web devices. Our portal enables you to view your fund information and financial portfolio at the click of a button. Whether you’re seeking an up-to-date valuation of your portfolio*, want to assess your progress against your goals or would simply like to get in touch, the Client Portal has everything you need.

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*Note: some of the valuations shown may not be up to date and are reliant on the providers being able to deliver an up to date and accurate data feed.

Access your finances at the touch of a button

In an increasingly connected world, we want to interact with our financial products and advisers across multiple channels. That includes, face-to-face, over the phone, online or a mixture of everything. The latest technology makes it possible to access all your finances at the touch of a button, enabling you to see your entire net worth in one convenient location – your Client Portal from Acumen. 

Accessible online 24/7, on your desktop, laptop and mobile device, the Client Portal is a simple yet powerful financial management hub. It gives you the power at your fingertips to access all your long-term savings and investment information, in addition you have the option to access information on your short-term bank and credit card data, loans and mortgages. Accounts, transactions and balances are refreshed daily, so you’re always up to date.

Secure storage and communications

The Client Portal allows you to track the performance of your investments. It’s also fully encrypted and secure, which means you can communicate with your Acumen adviser in total safety. Our Client Portal enables you to preset savings and investment goals, with alerts that let you know if you’re on-track or need to address a shortfall. You’ll receive useful insights into your spending habits, so you can always be on top of where your money is going.

Crucially, with our Client Portal, you gain the added peace of mind that all your most sensitive financial information is stored in read-only format. Furthermore, the online document vault is completely secure and fully backed up. In fact, it’s far more secure than keeping paper copies at home in a filing cabinet. If you’d like access to our Client Portal to manage your finances more effectively, please contact us today for further information.

Features and benefits of the Acumen Client Portal

The Acumen Client Portal offers the following features and benefits at a glance:

  • Access valuations on all your investments*.
  • The option to securely link your bank and savings accounts.
  • Upload documents to the secure online vault.
  • Communicate with your adviser via secure email.
  • Set savings and investment targets.
  • Update your personal/financial profile.

Contact Acumen today

For more information about Acumen’s Client Portal, or to speak to one of our advisers about your individual circumstances, contact Acumen today. Call us on 0151 520 4353 or email us directly at [email protected].