Personal finance at your fingertips: Creating your complete financial picture in one place

As the famous slogan goes, ‘There’s an app for that’. From ordering dinner to hailing a ride – even finding love – there’s a vast array of apps available to make everyday life easier. Now, personal finance has been reinvented for the app era.

So many accounts, so little time

Your finances probably involve a complex web of multiple, and quite disparate, strands. Firstly, there’s your individual bank account and any joint accounts. Perhaps you have a short-term savings product or two, plus longer-term savings and investments. Then there’s the mortgage, credit cards, loans, and so on. Assuming at least some of these are with different providers, it can be incredibly hard to get a clear snapshot of your finances in one place.

Here at Generation Financial Services, we’ve noticed that, as well as needing a more streamlined way to view their finances, our clients also wanted to interact with us across multiple channels – through online messaging, as well as face to face and on the phone. The real value lies in combining these two features: giving clients the ability to ask questions via secure messaging while viewing all their finances at a glance.

24/7 access to your complete financial picture

This is how our Personal Finance Portal came about. Available across mobiles, tablets and laptops, this innovative app gives our clients access to all their savings and investments in one location, plus encrypted messaging that connects to our personal finance specialists.

The Personal Finance Portal also allows you to link in your other existing accounts – bank and build society accounts, credit cards, mortgages and loans – to get a comprehensive picture of your finances in one quick glance. With bank-level security and 24/7 access, it’s a safe and easy way to keep track of your personal finances.

At Generation Financial Services, we’re always looking for ways to make our clients’ lives easier. For a smarter way to manage your finances, head to our Personal Finance Portal.