One family, seven years, one Hub.
The Hendersons are a demonstration family, but every screen below is the working product. Here is what they see, what you see, and what changes between meetings.
Screen one
The family arrives, and everything is already there
Robert and Margaret log in and their whole financial world is waiting: property, pensions, investments and what they owe, built from the documents you sent up and confirmed by you. Nothing to set up, nothing to type in.
Screen two
Not a summary. The full picture.
Property, pensions, ISAs, protection, mortgages and the providers behind them, held in one place and kept current so nothing has to be hunted down later. Every figure is worked out from the family’s own records, never estimated.
Everyone who matters, at the level you decide
The children get a login years before they inherit. You decide what each person sees: full access, updates only, documents only, or adviser. A solicitor, accountant or executor can be given a seat without being handed control.
Your whole book, and where it needs you
Every family you look after on one screen. Open alerts and legacy gaps are counted per family, so you can see at a glance who needs you, with the planning opportunities the companion has already spotted underneath.
Three moments that decide whether the assets stay.
Year one
The family arrives
Robert and Margaret log in and their whole financial world is already there. The children get a login too. They cannot see the detail yet, but they know it exists, and they know who you are.
Year two
Something missing is found
The companion has been watching. Power of attorney is not in place for either of them. You raise it at the family meeting, the solicitor is already in the Hub, and the instruction goes out that week. A crisis is averted five years before it would have happened.
Year seven
Everything is ready
Robert passes away. Nothing has to be found. The will is located, every account and policy is listed, power of attorney is in place for Margaret. The children have read your updates for seven years. The assets stay, and a new generation of clients begins.
The part that does the watching.
None of this works without something keeping the record current between meetings. That is the digital companion.
Your Family Financial Hub is a product of Independent Check Ltd · info@independentcheck.co.uk
Not a financial promotion. Does not constitute regulated investment advice.