Wealth Platform

As a client of Colmore you’ll have access to our Wealth Platform. 

It shows you all of your wealth in a simple and easy to understand format.

The platform has everything you need to view and manage your wealth – with views of your assets, tax position, progress reports and instant access to your adviser. You can even upload valuations for treasured possessions – or any other financial information that needs to be in the same place.

And that’s it. There’s no tide of paperwork. No overly complex data. And no virtual adviser trying to sell you something. 

It’s a cloud-based secure storage facility, available via browser on mobile, tablet and desktop. And, like all secure storage facilities, you and your family can use it as much or as little as you like.

The platform is provided by a specialist company called Benchmark – which is part of the giant Schroders investment group.

Please click here if you have any questions or if you’d like a demonstration.

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