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Good news for clients of Ideal Financial Solutions

Fed up of spending hours on the phone listening to endless messages saying ‘your call is important to us’ Ideal Financial Management decided to take matters into their own hands by incorporating software into their financial planning practice that allows both clients and themselves the ability to access to a single view of their investment portfolio’s online 24/7.

Ideal’s Director Brian Butcher said “ we were spending a lot of time and money on phone calls to find out what our clients investments were worth before their annual reviews.  We were also finding that clients were not understanding the annual statements their pension or investment providers were sending them.  By establishing our online portfolio management tool we have taken a big step to remove these issues”.

Ideal’s clients are now able to go online, type in their password and immediately see the value of their pension funds, ISA’s, unit trust as well as onshore or offshore bonds in either a consolidated view or as individual plans.  They can also see how their assets are split into the various asset classes and how each sector is performing.

“This not only makes our clients financial lives easier but it also means we can look after them better” says Brian.  “We can make changes to their investments quickly and efficiently, we can track their progress towards their goals and produce comprehensive yet easy to understand reports for themselves as well as consolidated tax reports to give to their accountants.”

Chris Jeffrey, a retired aircraft flight engineer, said “ Ideal have looked after my investment planning for 14 years now and this new system is great for seeing how things are progressing.  The only problem is I have to keep reminding myself that these are long term investments and I don’t need to check how they are going every other day!”

http://www.idealfinancialmanagement.co.uk/