Regis Bentley vs myRB

Gain access to the tools you need for financial planning success with our online client portal. The Regis Bentley app is a service provided by Regis Bentley Limited and powered by Moneyinfo that gives you a complete picture of your financial life. Think of it as your digital financial filing cabinet. All of your investments, savings, pensions, insurances, banking, credit cards and property can be tracked together with all of the associated paperwork. One place for everything financial. Here’s a few of the things the Regis Bentley app can help you with – • From a single investment to an extensive investment portfolio; the Regis Bentley app makes it simple to understand how your investments are doing with daily valuations, share and fund prices. • Tracking your income and spending on your credit cards and bank accounts. Automatically categorising each transaction so you can see how much you are spending on bills, your property or eating out, and how this is changing over time. • Comparing your spending to your income and visualising how much you can save over time, helping you achieve your financial goals. • Tracking your property value against the Land Registry price index and storing all of your important documents, including your insurance certificates against the property to which they relate. Simplifying finding the information when you need it most. • Making better financial decisions and answering questions such as; Can I afford to buy my house? Am I saving enough towards my retirement? When can I retire? • Having all of your financial information in one place. Not only providing you with peace of mind, but imagine if something were to happen to you… Wouldn’t it be nice to know that all of your financial information would be accessible to your partner or dependants? The Regis Bentley app makes understanding and keeping track of your money both easy and safe. The Regis Bentley app is available to clients of Regis Bentley Limited. If you don't already have access to your own Regis Bentley Limited account, contact the team at info@regisbentley.com .

Through the myRB app, Redmayne Bentley clients can access their investments securely at any time, anywhere. The myRB app enables users to: • View all portfolio balances, holdings, valuations, activity and performance. • Send/receive secure messages to/from your Redmayne Bentley executive/office. • View portfolio documents, for example Contract Notes and Statements. Access to the app requires your myRB login credentials. If you have not received these, please contact your usual Redmayne Bentley executive/office. Members of the London Stock Exchange. Authorised and Regulated by the Financial Conduct Authority. Redmayne Bentley LLP is a Limited Liability Partnership. Registered in England and Wales. Registered No: OC344361 Registered Office: 3 Wellington Place, Leeds LS1 4AP. VAT No: GB 165 8810 81. LEI: 213800S3IRIPK1R3JQ58