The service, My Towry, incorporates Sammedia’s moneyinfo product, which allows clients to view the value of their advised assets alongside their bank accounts, credit cards, mortgages and loans. Clients will also be able to store personal financial documents and communicate with their wealth advisor through the system.

“It’s undeniable that digital technologies are reshaping the way that consumers engage with their finances and that the industry must adapt to take advantage of this shift,” said Towry's chief operating officer, Dave Percy.

“From speaking to a number of our clients, we identified that they wanted more than just the ability to see their investments and pensions online. My Towry allows clients to be able to record and access every aspect of their financial life in a simple and well-presented format.”

Towry is currently running a pilot with several clients for the service, which is mobile compatible and available through the firm's website.

“The project teams have already delivered the first phase of the project, complete with comprehensive portfolio reporting, personal financial management, secure messaging and documents,” Percy said.