The portal has been created with technology from wealth fintech moneyinfo and is available via desktop and mobile app to appeal to young and older clients.

It allows clients to: 

• Access and track investments, pensions and savings 
• Hold all their financial information from other providers such as insurance products, property and bank accounts as well as other assets
• Securely communicate with their adviser 
• Share and digitally sign documents 
• Create an 'in-case-of-emergency' folder where important paperwork and insurances are kept in one place

Kingswood says the new portal creates a single client view for advisers and should improve workflow  and communications with clients

Lucy Whitehead, chief client officer at Kingswood, said: “We’re delighted to launch Kingswood Go, a product generated from comprehensive feedback gathered from our clients. We are proud to have built this new offering made available both via desktop and mobile app in response to requests from both the older and younger generations.”

Kingswood has acquired several adviser firms in recent years and has £9.1 billion in Assets under Advice and Management and over 19,300 clients. 

So far this year, the firm has made four acquisitions in the UK: Allotts Financial Services Limited based in Rotherham; D.J. Cooke (Life & Pensions) Limited based in Conisbrough, South Yorkshire; Joseph R Lamb Independent Financial Advisers, based in in Essex, and Aim Independent Limited, based in Hampshire. 

The firm also acquired Metnor, the holding company for IBOSS Asset Management Limited and Novus Financial Services Limited, late last year.