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Our Client Logins
Giving you 24/7 access to your investment accounts
21st century services
We recognise that advances in technology mean 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 you to our Personal FinancePortal and Platform Logins that enable you to see your investments in seconds and at a time and place to suit you.
Bank-level security
What’s more, everything is completely encrypted.
This means that you can communicate with us through the Personal Finance Portal Login using the inbuilt messaging service safely and securely because of the Bank-level security that has been employed.
View your finances at the click of a mouse
Accessible online 24/7 across desktops, laptops and mobile devices, the Personal Finance Portal and Platform Logins give you access to your long- term savings and investment information in an easy to use, online format.
And with the addition of Premium benefits, you can combine this with your short-term finances, including bank accounts, credit cards, loans and mortgages.
Secure document storage to minimise paperwork
Your Personal Finance Portal allows you to house all your documents, both financial and personal, in a single online document vault that’s completely secure and fully backed up.
It’s far more secure than keeping paper copies in your filing cabinet or in a computer file which can be hacked.
Always up-to-date and easy to use online services
Accounts, transactions, and balances are refreshed every day. Therefore, the information displayed should always be up to date* and displayed in a visually engaging way that’s easy to understand.
Because your Personal Finance Portal and Platform Logins are cloud-based, getting up-to- date valuations becomes a breeze so you can see how your investments are performing.
Personal Finance Portal 'Premium Benefits'
With that addition of ‘Premium Benefits’, you’ll be able to pre-set financial goals and set alerts to let you know whether you’re on track or need to address a shortfall by linking your bank account, credit cards and mortgage accounts.
It’s good to know that your bank account and credit card information is ‘read only’ and only you have access to your passwords.
How to Access Our Client Logins
You can visit our website and access your Platform Login and to register for our Personal Finance Portal via the ‘Client Logins’ button in the top righthand corner.
Our Investment Hub Platform Login is for clients whose portfolios are held and managed on the Dartington Investment Hub which is a white-label version of the SS&C Hubwise Securities investment platform.
The Personal Finance Portal Login is not an investment Platform, but it does give you the ability to view your platform investment values, any other investments and financial arrangements you may have arranged, plus you will have access our secure messaging service and document storage facilities.
The My Portfolio Login is for clients whose portfolios are held and managed on Dartington’s My Portfolio which is a white-label version of the Platform One investment platform.
The Wealth Platform Login is for clients whose portfolios are held and managed on the Dartington branded version of the M&G Wealth investment platform.
You can register yourself for access to the Personal Finance Portal and we can initiate the Platform Login so you can set up your own password and pin codes.
When your investment platform accounts are set up you should have received an email providing you with a link to register. If you haven’t done this or need a new email link, let us know and we will be happy to organise that for you.