Technology

Technology

We believe in combining the very best advice with the very best technology.

Whatever your preferred platform and whatever your preferred device you will be able to access all your financial information in one place.

apple
Apple iPhone

apple
Apple iPad

blackberry
Blackberry

android
Android

 

We provide every client with their own personal website which provides access to all your financial information in simple categories.

technology

FAQs

What does 'Powered by True Potential' mean?

True Potential is a market leader in financial services technology. By partnering with them, we are able to give our clients exclusive access to their award-winning Wealth Platform. The benefit to you is that you can use your own financial information in a truly powerful fashion.

Is my site secure?

Yes, as soon as you login you are protected with 128 bit secure socket layer - the same encryption which protects your online banking, for instance.

My mobile device isn't listed. Can I still view my portfolio?

Yes, we have also devloped a mobile HTML version of the sites. Simply point your device to http://clientside.tpinside.com. Also, keep an eye on the help section of your site, as we are adding new devices frequently.

Is there a help section?

Yes, login to http://clientside.tpinside.com/ - before entering your details you'll see that there is a help screen with full instructions.

How often is my portfolio updated?

Every time you login to your website a new real time valuation is requested, making your details as up to to date as the close of business the previous working day.

One of my policies isn't listed. How can i get this on my site?

It is likely that we do not hold the agency rights for this policy or plan. Please contact us and we will make the arrangements to add this.

What should you do now?

Our covering letter should contain your personal login details which include a username and password. On first login you will also be prompted to create your own passphrase. If you do not have a covering letter or would like to request your login details please contact us via enquiries@pennymatters.co.uk

portfolio

Portfolio

  • A comprehensive view of all financial information we hold for you
  • Live real time valuations
  • The ability to drill down and interrogate your data for each plan and policy

risk

Risk Profile

  • Evaluate your attitude to risk with our interactive risk questionnaire

asset

Asset Allocation

  • A live "x-ray"
  • See how your assets are split

client

Client Documents

  • Store and view any of your documents in one online location
  • Ability to share documents as needed
  • Encrypted and secure

secure

Secure Message

  • 2-Way messaging system allows instant 128 bit secure socket layer
  • Send sensitive information and documents direct to your adviser through the site

personal details

Personal Details

  • View all your personal details we have recorded
  • Edit and update information as needed

adviser contact

Adviser Contact

  • Details on how to reach your adviser including telephone, email and map

 

Contact Us

Pennymatters Ltd
Building 329, Doncastle Road
Bracknell, Berkshire, RG12 8PE

Tel: 01344 988 390
Fax: 01344 988 394
Email: enquiries@pennymatters.co.uk

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Registered office: Pennymatters Ltd, Building 329, Doncastle Road, Bracknell, Berkshire RG12 8PE. Registered in England and Wales Number: 07331832

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