Financial Planning Technology

Though we pride ourselves on our traditional values, we also know that technology has changed the world for the better. Today, we all demand access to up-to-date information from anywhere we happen to be.

That’s why we offer a secure log in area so that all our clients can access their portfolio valuations and files from any computer, tablet or smartphone, including iPads, iPhones, Blackberrys, Android and Windows phones and tablets.

Chatfield runs a paperless office. But, this is only achieved through rigorous adherence to processes and using technology to its full advantage. The benefits to our clients include efficiency (of our service and therefore fees) and ease of access to information.

How we use technology to better serve our clients:

• All clients information, documents and policy details are held and instantly viewable online anywhere in the world.
• Video conferencing for quick face-to-face catch-ups when an in-person meeting isn’t necessary.
• Secure in-system emails to keep data confidential.

Watch this short demonstration of our system in action