LONDON--(BUSINESS WIRE)--Towry, the wealth adviser, is launching a new online portal, My Towry allowing its clients to access all their personal financial information in one place.
The secure service – which clients can access via www.towry.com – has incorporated Sammedia’s moneyinfo product, which enables clients to view the value of their advised assets alongside their bank accounts, credit cards, mortgages and loans. Clients will also be able to communicate with their wealth adviser through the system, and store personal financial documents in a secure and accessible manner.
My Towry is fully mobile compatible, allowing clients to access the service on their computer, tablet and smart-phones. Towry is running a pilot with a number of clients, to ensure the service is best adapted to meet their financial needs.
Dave Percy, chief operating officer, Towry, said: “It’s undeniable that digital technologies are reshaping the way that consumers engage with their finances and that the industry must adapt to take advantage of this shift. From speaking to a number of our clients, we identified that they wanted more than just the ability to see their investments and pensions online. My Towry allows clients to be able to record and access every aspect of their financial life in a simple and well-presented format.
“We selected Sammedia because of their knowledge, technology and the flexibility of their product. The project teams have already delivered the first phase of the project, complete with comprehensive portfolio reporting, personal financial management, secure messaging and documents.”
Mik Cons, CEO, Sammedia, said: “The My Towry service provides Towry clients with greater choice as to how they wish to keep track of their investments and access useful information on a range of financial topics. We will continue to work closely with the team at Towry to provide enhancements which will further improve the client experience.”
Our vision is to take advice online. Our aim is to deliver the best financial technology and bring it together with the best financial advisory businesses; to enable them to give their clients what they want, when they want it.
Our solutions tie the digital client experience together across the advice process. Website, client portal and feedback; we enable advisers to connect more frequently with more clients. Financial advisory services beautifully presented under their own brand.
We work with businesses in personal financial advice and planning, wealth management and workplace. We believe in the need for financial advice and are proud to work with some of the UK's most exceptional advisory businesses.
Towry is an established financial planning and wealth management business, employing approximately 750 people in a network of offices across the United Kingdom and managing £6.4 billion of client assets (as of 31 December 2014).
Towry provides financial planning, wealth advice and investment management services to private individuals, families and trustees.
Towry advises on the key areas of personal finance, including pensions and retirement, inheritance tax planning and investments, as part of our personal financial planning service. Towry’s aim is to help its clients make the right decisions about their financial future.
Towry is privately owned. The principal shareholders are Palamon Capital Partners, LP (a leading European Private Equity firm), and Towry employees.
Towry is one of a small number of firms appointed by Camelot to provide holistic financial planning advice to National Lottery winners and has also
been listed as one of Private Client Practitioner’s Top 25 Most Admired Companies for 2015.
Towry recently acquired Ashcourt Rowan plc. Together, the businesses now manage or advise on over £11 billion of client assets.