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Your Gateway to Personalised
Financial Management
Secure. Convenient. Exclusive.
The AlderstoneGroup 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.
Available on iOS and Android.
(App available exclusively to AlderstoneGroup clients. For more information, please get in touch with us.)
GET IN TOUCH WHENEVER, WHEREVER
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.
YOUR ACCOUNTING ALL-IN-ONE PLACE
Account Management
Access and manage your accounts, including financial statements, and transaction history.
Stay informed about the performance of your portfolio and make informed decisions on the go.
RECEIVE UPDATES ON THE GO
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.
Stay updated with real-time notifications on account activities, messages from your CFO, and important alerts. For more information, please get in touch with us.
Book a discovery call
Book your discovery call now to explore custom financial solutions designed
to elevate your business’ success.
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