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Bestinvest

Personal Balance Sheet - relaunched

By ADRIAN LOWCOCK 13/11/2009

Personal Balance Sheet - relaunched by Adrian Lowcock

We have recently relaunched our Personal balance sheet tool. It has a new design making it clear and easier for clients to use (for an example see below). Functionality has been increased, enabling investors to see the profit or loss of their investments.

Many of our clients find the Personal balance sheet useful to manage their financial affairs. It is a convenient way of tracking all of your assets and liabilities as well as acting as a register. All of your investments registered with Bestinvest will be updated automatically, with the added benefit that you can also store data on investments you may hold elsewhere.

Benefits of the Personal balance sheet
  • Consolidated overview.
  • You can update your personal assets.
  • Updates immediately reflected on your account.
  • Track the progress of your personal financial plan.
How to start using your Personal balance sheet

The Personal balance sheet is available to all Bestinvest clients and can be accessed by logging in to your client centre. For information on how to become a client please take a look at our services.

If there is anything you wish to discuss regarding this article please call one of our Advisers on 020 7189 9999.



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