Wealth platform
With clients demanding more online, Wealth Platform allows you to access and manage your aggregated wealth at any time, on any device. Fully optimised for mobile and tablet, “Wealth Platform” provides a consolidated view of your wealth, irrespective of wrapper type and provider – whether advised or self-managed. You can manage your own data, securely, in real time, with you in control.
The video below demonstrates its capability:
All our clients will be able to access this system, however, there is no obligation to use it! Our team are on hand to send you information and answer your questions in which ever format you want.