Functionality on the SIPPCentre, which replaces a previous portal, includes:
• Full bank account transaction history
• All investments and valuations
• Commercial property information centre, including tenant details and rental payment status
• Confidential documents repository, including a GDPR compliant store
The new hub follows the launch of its online e-signature enabled application process last year and an adviser online illustration capability.
The company says the hub will provide advisers and clients with a secure GDPR-compliant depositary for sensitive communications and data. The hub has been designed to work on mobiles and tablet computers as well as desktops.
User access is managed by Multifactor Authentication (MFA).
Jeff Steedman, head of business development Xafinity SIPP/SSAS said: “We are very excited about how the SIPPCentre will help us to build on our award winning service. During the Covid-19 crisis, simple, easy to use and tailored websites have become more important than ever.
“However we remain absolutely centred around personal relationships with advisers and clients. SIPPs remain complex vehicles and while most will feel great about the online experience, knowing they can also pick up the phone to connect directly with someone they know and trust at their provider remains really important. We remain here to talk to on every step of the SIPP journey.”
Andy Bowsher, director of Self Invested Pensions, said: “We have invested heavily in our technology and brought our SIPP administration system in-house and now have complete freedom for its development and e-enablement, which is really exciting. Advisers can now deal with client SIPP applications mobile to mobile, and that enables a new way of operating.”
Xafinity SIPP/SSAS administers over £2 billion in assets.