Your documents, your plan, your performance, your meetings — behind one secure login. Encrypted at rest, accessible on any device, and entirely free of marketing noise.
Illustrative dashboard. All figures fabricated for demonstration.
The portal is built for the moments between meetings — when a thought occurs and you want an answer before you forget.
Your written financial plan is always the most recent version, watermarked with the date of last review, with diffs against the previous version highlighted in gold.
See your adviser’s real calendar, pick a slot, choose video or office. Auto-confirms with calendar invite and joining instructions.
A WhatsApp-style message thread with your adviser, paraplanner and operations team. Replies during business hours, always within one working day.
Daily TWR updates synced overnight from your custodian. Compare against your personalised benchmark, drill into any time period, decompose by holding.
Legally-binding e-signature with full audit trail. No printing, scanning, or hunting for a working biro at 9:47pm on the day a deadline falls.
Tax year-end alerts, ISA allowance reminders, pension contribution deadlines, document renewals — all surfaced 30 days ahead with a single “remind me” button.
We treat your data the same way we treat your money: with paranoia, audit trails, and a written explanation of every place it could possibly leak.
No. About 60% of our clients use it weekly, 25% monthly, and 15% essentially never. Everything in the portal is also available by post, email or phone — though the portal is faster and our preferred channel for anything containing personal data.
Use the “forgot password” link on the sign-in screen — you’ll receive a secure reset link by email. If you also lose access to your email or your second factor, call us on 020 7123 4567 and we’ll verify your identity over the phone using your security questions.
No. Your investments are held at one of our nominated custodians (typically AJ Bell, Transact, or M&G Wealth depending on the wrapper). The portal is a window onto your custodian accounts — it never custodies cash or assets directly. This means even in the worst-case scenario of our firm failing, your money is unaffected and protected by FSCS up to its applicable limits.
Your adviser, your paraplanner, our operations team (4 people in total, each with role-based access logged on every read), and you. Nothing is shared with marketing platforms, analytics services, or any third party that isn’t directly required to deliver the service. We publish a quarterly transparency report listing every sub-processor.
Yes — every document has a PDF download button, and you can request a one-click ZIP export of every document we hold for you (typically delivered within 60 seconds, encrypted with a password sent to your mobile).
You retain read-only portal access for 90 days after the relationship ends, during which you can download all documents and historical valuations. After 90 days the account is locked but data is retained for 7 years per FCA SYSC 9 rules. Full data deletion request available at any point thereafter.
The portal supports optional read-only open banking connections to over 80 UK banks via TrueLayer (FCA-authorised, AISP licence). This is opt-in only, used to give a full picture of your cashflow in the plan, and can be revoked at any time from your bank’s app or from inside the portal.
Email security@innovativefinancialadvisors.co.uk — the inbox is monitored 24/7 and triaged within one hour. For responsible disclosure of vulnerabilities we run a private disclosure programme; we acknowledge within 48h and publish a thank-you list quarterly. We don’t currently offer monetary bounties but we will, if you ask, send you a very good bottle of single malt.
Your first conversation with us is complimentary, confidential, and entirely without obligation. We’ll listen, ask, and send a short summary of what we heard. That’s it.