Giving you access to your finances 24/7

The new Magus Personal Finance Portal gives you access to view all your finances in one place 24/7 on any mobile or web device. The portal enables you to keep your personal information up to date, communicate and share documents.

A convenient way to view your finances online 24/7

Always up-to-date and and easy to use

Peace of mind that it’s completely secure

Accessible document storage wherever and whenever you need access

The option to see all your advised and non-advised finances in one place

The ability to set up alerts and insights within the Personal Finance Portal

More about the Magus Personal Finance Portal

  • We recognise that our clients are increasingly choosing to interact with us across multiple channels – face to face, on the telephone and online. That’s why we’re introducing our new Personal Finance Portal, enabling you to see your complete financial picture in seconds, at a time and place to suit you.

  • Everything is completely encrypted, meaning that you can communicate with us using the inbuilt messaging service safely and securely.

  • Accessible online 24/7 across desktops, laptops and mobile devices including a progressive web app, the portal gives you access to your savings and investment information in an easy to use, online format. You can also combine this with your other finances, such as bank accounts, savings and credit cards, so you can see a complete picture of where you stand financially.

  • You can house your documents, both financial and personal, in a single online document vault that’s completely secure and fully backed up.

  • Accounts, transactions, and balances are refreshed every day, so the information displayed in your portal will always be up to date* and displayed in a visually engaging way that’s easy to understand. Because your portal is cloud-based, getting up-to-date valuations is easy and simple.

     

    *Where applicable

  • You can pre-set savings goals and alerts to let you know whether you’re on track or need to address a shortfall. Plus, there is a web app available from any mobile device. Simply add the link below into your mobile browser and click the “Get the app” button and follow the instructions.

Register for your account today by visiting

Magus Personal Finance Portal
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