PSG Konsult introduce consolidated personal information platform

PSG Konsult, the independent financial services provider, has become the first independent financial intermediary company to provide its clients with a consolidated personal financial information platform. The platform, branded as myPSGKonsult, is supported by a smartphone and tablet application (app) to literally put all personal financial information with PSG Konsult at a client’s fingertips. PSG Konsult head of marketing, Theo Cloete, said from a financial planning perspective it is important that clients have access to their financial information at any given moment, regardless of where in the world they may find themselves.

myPSGKonsult and the accompanying app provides access to a personalised financial intelligence dashboard with all the products and services delivered to a client by PSG Konsult.

“myPSGKonsult is basically a consolidated summary of a client’s total financial position within the PSG Konsult Group, including information from PSG Konsult Corporate, PSG Online and PSG Asset Management.

“It includes retirement planning, short-term and life insurance, stockbroking and investment portfolios, healthcare, wills and estate planning. This is irrespective of who the underlining asset manager, insurer or product provider is. Al the information is provided on a single electronic platform with a single password.

“It is possible to access and download reports, do calculations and view and amend your own profile to ensure PSG Konsult have the correct information on record. It also provides existing PSG Online clients with seamless access to the PSG Online share trading platform.

“This is really an innovative financial intelligence product by PSG Konsult for clients to quickly and easily check all their personal financial indicators,” Cloete said.

The myPSGKonsult app is available for the Apple iPhone and Android phones and can be downloaded for free from the Apple iStore and Android market.

Alternatively the PSG Konsult mobile site can be accessed, which was specially formatted for mobile phones, by typing m.mypsgonline.co.za into the address bar of the phone’s internet browser.