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The Client Portal

We provide access to cutting-edge technology that allows you to see your complete financial position in one place, 24 hours a day, 7 days a week – on any device.

Your Complete Online Financial Solution

We have chosen to partner with True Potential to provide our client access technology. True Potential are one of the leading cloud-based financial services providers in the UK and have an enviable reputation for delivering high quality, cutting edge technology solutions.

The True Potential software allows our clients to see holistic view of their personal financial affairs in one convenient location.  This technology provides access to real-time valuations on all the accounts you hold as well as being able to analyse and track your investments 24/7 on a range of devices including web, iPhone, iPad, BlackBerry and Android.

To log-in to your client portal, click here.

To download the app, click here.
 
 

A Quick Look at the Key Features of Our Client Portal

Portfolio Details

Comprehensive view of all the policies and plans you hold including real-time valuations and holdings. You can analyse performance, review asset allocation and portfolio splits.

Banking Details

Option to link up all your bank accounts and credit cards, giving you a consolidated view of your finances in one convenient location.

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Document Management

Store and view important documents in one online location and share documents as needed. All files are encrypted and secure.

Secure Messages

2-way messaging system allowing instant and secure communication. This provides a simple way to send important and sensitive documents direct to NorthStar and for us to communicate securely with you.

Personal Details

View all the personal details we have recorded about you and edit and update your information as needed.

ImpulseSave®

ImpulseSave® is a first-of-its-kind technology that helps you add money to your investments in an instant. You can add any amount from £1 upwards to your investments, any time you like.

Live the life you want

Our sole purpose is to help you lead the life you truly want by delivering financial freedom. This provides security, opportunity and enjoyment allowing you to live a rich and fulfilling life.
 
Learn More

Interested? Book your free introductory meeting

Schedule your free, 15-minute phone call or virtual online meeting with a NorthStar financial planner today. Book online in 60 seconds flat, call us free on 0800 6906 247 or contact us to schedule the best time.

Let's Do It

 Accreditations & Trade Bodies

The Client Portal ultima modifica: 2014-07-09T18:10:21+00:00 da NorthStar Admin