Alderstone Group

Description

The Alderstone Group Client Portal App is an exclusive, invite-only platform designed to provide our esteemed clients with a secure and convenient way to interact with their personal CFOs and manage their accounts.



Features

Personal CFO Interaction

Connect directly with your dedicated CFO for personalised financial advice, guidance, and support.

Schedule meetings, exchange messages, and receive updates on your financial portfolio.



Account Management

Access and manage your accounts, including investment portfolios, financial statements, and transaction history.

Stay informed about the performance of your investments and make informed decisions on the go.



UK/US Tax Support

Stay in touch with our expert team offering a comprehensive tax service advising on all areas of UK and US taxation. Stay informed about your tax payments and receive helpful reminders from the Alderstone team.



Secure Communication

Enjoy peace of mind with end-to-end encryption for all communications and data within the app.

Rest assured that your sensitive financial information is safeguarded against unauthorised access.



Exclusive Access

Join a select community of Alderstone Group clients, ensuring a private and tailored experience for managing your financial affairs.



Easy Navigation

User-friendly interface for seamless navigation and intuitive access to all app features.



Notifications

Stay updated with real-time notifications on account activities, messages from your CFO, and important alerts.