The Hartley Portal provides you and your clients with a fully online experience. Our modern, functional portal is completely responsive for desktop, tablet and mobile. The Portal also provides functionality that unrivalled by competitors. It allows IFAs and clients to set up, administer and take benefits from their SIPPs all in one place. For each individual client you can drill down and review SIPP performance, Portfolio performance, Transactions and Fund Splits. All of which are displayed graphically for ease of understanding. The simple and easy interface allows you to create and start and complete new applications in a matter of minutes.
KEY FEATURES
Hartley Pensions has achieved full automation on all common pension administration requests, and the portal has the following features as standard:
Manage SIPP and investor details online
View your investment summary
Full lifecycle of SIPP Digitalised
View Bank Transactions
Secure, reliable messaging
Automated drawdown process
KEY FEATURES
Hartley Pensions has achieved full automation on all common pension administration requests, and the portal has the following features as standard:
Manage SIPP and investor details online
View your investment summary
Full lifecycle of SIPP Digitalised
View Bank Transactions
Secure, reliable messaging
Automated drawdown process
SCREENSHOTS
Take a look at our shiny new app
SCREENSHOTS
Take a look at our shiny new app
REQUEST YOUR DEMO TODAY
If you are interested in viewing the portal please fill in the form below or contact us at Portal@hartleypensions.com