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Our Technology

Finance Technology

For us, the advantages come down to technology and afterwards, economies of scale, which have helped industrialise our processes.

Wealth Platform / Client Portal

We appreciate many clients want to view their financial affairs online, and this can help optimise the time they spend with their Phare Financial Adviser. As a client of Phare Financial Services Ltd, you could have access to your financial information online, any time you like.

Our Wealth Platform / Client Portal allows you to:

  • View a summary of your wealth and other financial products
  • Analyse individual assets and their performance over time
  • Review and update your attitude to risk and loss
  • See all your protection cover in one place
  • Review key documents your adviser has shared with you
  • Upload documents you wish to keep safe
  • Update personal information
  • Prepare for important review meetings with your Adviser
  • Two-way secure communications with your adviser and support team
    • If you’re a registered client with an existing login, click to access your Wealth Platform.
    • If you don’t already have access to this service and would like to speak with us, please do so by completing the form below to consent to sharing personal information with us.

Request access to our Wealth Platform.

    We respect your privacy and do not tolerate spam and will never sell, rent, lease or give away your information