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We are looking for the design and development of a Client Portal which enables users to logon to a website and view and manage their financial account details. Users will use their email address to log in and manage their account, after being given a password on the telephone or via email or registering. Users will be able to download a PDF version of their statements
Users will be able to check balances, transfer balances and set up a direct debit. Customers will be able to use the portal to view statements, tell us about changes to their details, find answers to questions about the financial plan
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